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 | $48,652 | $88,710-45.2% | $81,783-40.5% | $145,959-66.7% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.4%+22.9pp | 80.3%+15.0pp |
| Annual return | 18.67% | 1027.26%-1008.6pp | 775.05%-756.4pp | 561.95%-543.3pp |
| Employer contribution / active EE | $6,134 | $3,083+99.0% | $2,913+110.6% | $4,661+31.6% |
| Participant deferral / active EE | $15,461 | $4,645+232.9% | $4,320+257.9% | $6,689+131.2% |
| Admin fee / account holder | $14,456 | $8,407+71.9% | $7,380+95.9% | $13,398+7.9% |