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 | $130,480 | $112,729+15.7% | $98,716+32.2% | $137,256-4.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 10.89% | 38.48%-27.6pp | 31.81%-20.9pp | 220.34%-209.5pp |
| Employer contribution / active EE | $21,293 | $2,725+681.3% | $2,279+834.5% | $4,156+412.3% |
| Participant deferral / active EE | $12,655 | $4,640+172.7% | $4,048+212.6% | $6,407+97.5% |
| Admin fee / account holder | $4,627 | $10,129-54.3% | $8,703-46.8% | $12,270-62.3% |