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 | $96,061 | $70,669+35.9% | $169,368-43.3% | $75,163+27.8% |
| Participation rate | 97.6% | 64.8%+32.8pp | 77.1%+20.4pp | 67.2%+30.4pp |
| Annual return | 18.60% | 36.36%-17.8pp | 405.60%-387.0pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,364 | $2,211+6.9% | $4,013-41.1% | $2,670-11.5% |
| Participant deferral / active EE | $8,526 | $4,311+97.8% | $6,221+37.0% | $4,125+106.7% |
| Admin fee / account holder | $1,206 | $5,402-77.7% | $9,003-86.6% | $5,651-78.7% |