See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,254 | $185,822-37.4% | $169,993-31.6% | $139,434-16.6% |
| Participation rate | 72.7% | 87.8%-15.0pp | 87.0%-14.3pp | 80.3%-7.6pp |
| Annual return | 12.85% | 60.50%-47.6pp | 53.37%-40.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $5,014 | $7,590-33.9% | $6,785-26.1% | $4,751+5.5% |
| Participant deferral / active EE | $13,541 | $11,622+16.5% | $10,408+30.1% | $6,710+101.8% |
| Admin fee / account holder | $600 | $15,381-96.1% | $12,815-95.3% | $11,403-94.7% |