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 | $87,406 | $57,281+52.6% | $86,612+0.9% | $75,163+16.3% |
| Participation rate | 98.4% | 63.2%+35.2pp | 71.7%+26.7pp | 67.2%+31.2pp |
| Annual return | 15.60% | 2670.75%-2655.2pp | 591.07%-575.5pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,891 | $2,314+24.9% | $3,022-4.4% | $2,670+8.3% |
| Participant deferral / active EE | $6,304 | $3,318+90.0% | $4,438+42.1% | $4,125+52.8% |
| Admin fee / account holder | $10,404 | $4,112+153.0% | $5,614+85.3% | $5,651+84.1% |