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 | $119,663 | $104,974+14.0% | $95,585+25.2% | $142,382-16.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 15.06% | 210.33%-195.3pp | 38.56%-23.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $7,479 | $2,779+169.2% | $2,527+196.0% | $4,299+74.0% |
| Participant deferral / active EE | $14,252 | $4,352+227.5% | $4,023+254.3% | $6,507+119.0% |
| Admin fee / account holder | $20,155 | $6,386+215.6% | $6,127+228.9% | $12,624+59.7% |