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 4-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 | $74,672 | $54,705+36.5% | $71,209+4.9% | $84,808-12.0% |
| Participation rate | 88.2% | 64.1%+24.2pp | 73.8%+14.5pp | 68.3%+19.9pp |
| Annual return | 22.51% | 35.90%-13.4pp | 282.51%-260.0pp | 40.90%-18.4pp |
| Employer contribution / active EE | $4,911 | $2,158+127.6% | $2,721+80.5% | $2,631+86.7% |
| Participant deferral / active EE | $11,926 | $3,030+293.5% | $4,175+185.6% | $4,212+183.2% |
| Admin fee / account holder | $735 | $4,863-84.9% | $5,349-86.3% | $7,344-90.0% |