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 | $98,252 | $80,717+21.7% | $154,803-36.5% | $84,808+15.9% |
| Participation rate | 81.0% | 66.8%+14.2pp | 78.1%+3.0pp | 68.3%+12.7pp |
| Annual return | 17.24% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $5,940 | $2,761+115.1% | $4,305+38.0% | $2,631+125.8% |
| Participant deferral / active EE | $16,266 | $3,303+392.4% | $5,540+193.6% | $4,212+286.2% |
| Admin fee / account holder | $43,668 | $6,746+547.4% | $14,329+204.8% | $7,344+494.6% |