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 | $86,616 | $109,881-21.2% | $150,045-42.3% | $84,808+2.1% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 188.11% | 28.25%+159.9pp | 62.55%+125.6pp | 40.90%+147.2pp |
| Employer contribution / active EE | $5,199 | $3,561+46.0% | $4,693+10.8% | $2,631+97.6% |
| Participant deferral / active EE | $12,673 | $6,636+91.0% | $7,997+58.5% | $4,212+200.9% |
| Admin fee / account holder | $1,699 | $8,568-80.2% | $13,435-87.4% | $7,344-76.9% |