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 | $84,779 | $54,705+55.0% | $71,209+19.1% | $84,8080% |
| Participation rate | 82.4% | 64.1%+18.3pp | 73.8%+8.6pp | 68.3%+14.0pp |
| Annual return | 18.63% | 35.90%-17.3pp | 282.51%-263.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $4,087 | $2,158+89.4% | $2,721+50.2% | $2,631+55.3% |
| Participant deferral / active EE | $7,460 | $3,030+146.2% | $4,175+78.7% | $4,212+77.1% |
| Admin fee / account holder | $15,647 | $4,863+221.7% | $5,349+192.5% | $7,344+113.1% |