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 6-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 | $63,936 | $175,202-63.5% | $149,673-57.3% | $139,434-54.1% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 19.10% | 166.71%-147.6pp | 134.42%-115.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $9,954 | $5,474+81.8% | $4,818+106.6% | $4,751+109.5% |
| Participant deferral / active EE | $9,169 | $6,519+40.7% | $5,680+61.4% | $6,710+36.6% |
| Admin fee / account holder | $1,334 | $16,150-91.7% | $13,210-89.9% | $11,403-88.3% |