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 6-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 | $73,596 | $38,075+93.3% | $93,406-21.2% | $73,488+0.1% |
| Participation rate | 94.2% | 56.7%+37.5pp | 66.8%+27.4pp | 70.7%+23.6pp |
| Annual return | 18.84% | 17.59%+1.2pp | 78.05%-59.2pp | 28.51%-9.7pp |
| Employer contribution / active EE | $3,465 | $1,117+210.3% | $2,075+67.0% | $2,270+52.6% |
| Participant deferral / active EE | $6,588 | $2,012+227.4% | $3,126+110.8% | $3,740+76.2% |
| Admin fee / account holder | $725 | $351+106.5% | $5,230-86.1% | $513+41.3% |