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 | $72,648 | $100,923-28.0% | $150,045-51.6% | $74,304-2.2% |
| Participation rate | 98.7% | 70.1%+28.6pp | 82.3%+16.4pp | 60.3%+38.3pp |
| Annual return | 18.08% | 51.77%-33.7pp | 62.55%-44.5pp | 29.43%-11.4pp |
| Employer contribution / active EE | $5,069 | $3,463+46.3% | $4,693+8.0% | $2,241+126.2% |
| Participant deferral / active EE | $7,974 | $6,709+18.8% | $7,997-0.3% | $3,767+111.7% |
| Admin fee / account holder | $3,279 | $2,767+18.5% | $13,435-75.6% | $2,969+10.4% |