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 | $129,586 | $111,535+16.2% | $105,223+23.2% | $137,256-5.6% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.0%+18.3pp | 80.0%+13.4pp |
| Annual return | 17.56% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $5,479 | $3,939+39.1% | $3,689+48.5% | $4,156+31.8% |
| Participant deferral / active EE | $11,234 | $5,500+104.3% | $5,072+121.5% | $6,407+75.3% |
| Admin fee / account holder | $3,127 | $9,721-67.8% | $8,859-64.7% | $12,270-74.5% |