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 7-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 | $131,940 | $114,381+15.4% | $107,525+22.7% | $142,382-7.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.66% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $14,462 | $4,015+260.2% | $3,754+285.3% | $4,299+236.4% |
| Participant deferral / active EE | $5,989 | $5,564+7.6% | $5,116+17.1% | $6,507-8.0% |
| Admin fee / account holder | $992 | $9,860-89.9% | $8,919-88.9% | $12,624-92.1% |