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 | $87,650 | $159,901-45.2% | $146,958-40.4% | $145,922-39.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 12.90% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $9,792 | $5,286+85.2% | $4,933+98.5% | $4,660+110.2% |
| Participant deferral / active EE | $8,659 | $8,428+2.7% | $8,070+7.3% | $6,688+29.5% |
| Admin fee / account holder | $912 | $15,044-93.9% | $12,998-93.0% | $13,397-93.2% |