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 | $45,719 | $85,766-46.7% | $136,294-66.5% | $70,131-34.8% |
| Participation rate | 76.5% | 74.2%+2.3pp | 81.9%-5.5pp | 69.5%+6.9pp |
| Annual return | 25.97% | 31.45%-5.5pp | 5155.94%-5130.0pp | 73.14%-47.2pp |
| Employer contribution / active EE | $4,669 | $2,966+57.4% | $4,695-0.6% | $2,342+99.3% |
| Participant deferral / active EE | $9,804 | $5,051+94.1% | $6,247+56.9% | $3,332+194.3% |
| Admin fee / account holder | $10,096 | $5,420+86.3% | $9,243+9.2% | $4,645+117.3% |