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 | $69,282 | $106,749-35.1% | $145,433-52.4% | $82,448-16.0% |
| Participation rate | 82.8% | 75.6%+7.2pp | 82.1%+0.7pp | 68.1%+14.7pp |
| Annual return | 28.14% | 27.59%+0.6pp | 66.58%-38.4pp | 41.64%-13.5pp |
| Employer contribution / active EE | $4,256 | $3,444+23.6% | $4,554-6.5% | $2,551+66.9% |
| Participant deferral / active EE | $9,813 | $6,519+50.5% | $7,897+24.3% | $4,139+137.1% |
| Admin fee / account holder | $1,700 | $8,390-79.7% | $13,129-87.1% | $7,234-76.5% |