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 | $100,372 | $99,918+0.5% | $81,382+23.3% | $145,922-31.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.00% | 34.32%-22.3pp | 24.73%-12.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $4,865 | $2,978+63.4% | $2,463+97.6% | $4,660+4.4% |
| Participant deferral / active EE | $7,555 | $4,605+64.1% | $3,883+94.6% | $6,688+13.0% |
| Admin fee / account holder | $2,895 | $8,212-64.7% | $5,768-49.8% | $13,397-78.4% |