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 3-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 | $73,689 | $74,888-1.6% | $71,209+3.5% | $142,382-48.2% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 18.20% | 345.14%-326.9pp | 282.51%-264.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $5,888 | $2,854+106.3% | $2,721+116.4% | $4,299+37.0% |
| Participant deferral / active EE | $10,903 | $4,454+144.8% | $4,175+161.1% | $6,507+67.6% |
| Admin fee / account holder | $4,900 | $5,568-12.0% | $5,349-8.4% | $12,624-61.2% |