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 5-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 | $72,136 | $100,773-28.4% | $88,946-18.9% | $142,382-49.3% |
| Participation rate | 89.5% | 74.3%+15.2pp | 68.8%+20.6pp | 80.1%+9.4pp |
| Annual return | 18.49% | 70.18%-51.7pp | 57.82%-39.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $8,360 | $2,918+186.5% | $2,555+227.2% | $4,299+94.5% |
| Participant deferral / active EE | $13,748 | $5,230+162.9% | $4,581+200.1% | $6,507+111.3% |
| Admin fee / account holder | $2,641 | $9,693-72.7% | $8,261-68.0% | $12,624-79.1% |