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 | $61,168 | $89,753-31.8% | $107,525-43.1% | $84,808-27.9% |
| Participation rate | 72.0% | 68.1%+3.9pp | 75.1%-3.1pp | 68.3%+3.7pp |
| Annual return | 20.72% | 29.48%-8.8pp | 181.32%-160.6pp | 40.90%-20.2pp |
| Employer contribution / active EE | $3,235 | $3,113+3.9% | $3,754-13.8% | $2,631+23.0% |
| Participant deferral / active EE | $8,008 | $4,056+97.4% | $5,116+56.5% | $4,212+90.2% |
| Admin fee / account holder | $2,106 | $7,222-70.8% | $8,919-76.4% | $7,344-71.3% |