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 | $31,744 | $70,669-55.1% | $169,368-81.3% | $75,163-57.8% |
| Participation rate | 76.7% | 64.8%+12.0pp | 77.1%-0.4pp | 67.2%+9.6pp |
| Annual return | 38.73% | 36.36%+2.4pp | 405.60%-366.9pp | 160.62%-121.9pp |
| Employer contribution / active EE | $3,418 | $2,211+54.6% | $4,013-14.8% | $2,670+28.0% |
| Participant deferral / active EE | $6,385 | $4,311+48.1% | $6,221+2.6% | $4,125+54.8% |
| Admin fee / account holder | $974 | $5,402-82.0% | $9,003-89.2% | $5,651-82.8% |