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 | $69,099 | $89,753-23.0% | $107,525-35.7% | $84,808-18.5% |
| Participation rate | 80.4% | 68.1%+12.4pp | 75.1%+5.4pp | 68.3%+12.1pp |
| Annual return | 60.79% | 29.48%+31.3pp | 181.32%-120.5pp | 40.90%+19.9pp |
| Employer contribution / active EE | $3,860 | $3,113+24.0% | $3,754+2.8% | $2,631+46.7% |
| Participant deferral / active EE | $8,016 | $4,056+97.6% | $5,116+56.7% | $4,212+90.3% |
| Admin fee / account holder | $3,668 | $7,222-49.2% | $8,919-58.9% | $7,344-50.1% |