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 | $84,699 | $70,669+19.9% | $169,368-50.0% | $75,163+12.7% |
| Participation rate | 76.9% | 64.8%+12.1pp | 77.1%-0.2pp | 67.2%+9.7pp |
| Annual return | 25.06% | 36.36%-11.3pp | 405.60%-380.5pp | 160.62%-135.6pp |
| Employer contribution / active EE | $4,741 | $2,211+114.5% | $4,013+18.2% | $2,670+77.6% |
| Participant deferral / active EE | $8,268 | $4,311+91.8% | $6,221+32.9% | $4,125+100.4% |
| Admin fee / account holder | $20,930 | $5,402+287.4% | $9,003+132.5% | $5,651+270.4% |