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 8-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 | $66,683 | $54,573+22.2% | $90,951-26.7% | $73,488-9.3% |
| Participation rate | 91.0% | 61.2%+29.8pp | 69.0%+22.0pp | 70.7%+20.3pp |
| Annual return | 21.38% | 16.69%+4.7pp | 134.60%-113.2pp | 28.51%-7.1pp |
| Employer contribution / active EE | $5,340 | $991+438.7% | $2,122+151.7% | $2,270+135.3% |
| Participant deferral / active EE | $2,708 | $2,517+7.6% | $3,373-19.7% | $3,740-27.6% |
| Admin fee / account holder | $2,172 | $521+316.5% | $5,959-63.6% | $513+323.3% |