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 | $115,870 | $74,888+54.7% | $71,209+62.7% | $142,382-18.6% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.1%+14.6pp |
| Annual return | 71.97% | 345.14%-273.2pp | 282.51%-210.5pp | 217.08%-145.1pp |
| Employer contribution / active EE | $12,171 | $2,854+326.4% | $2,721+347.3% | $4,299+183.1% |
| Participant deferral / active EE | $15,865 | $4,454+256.2% | $4,175+280.0% | $6,507+143.8% |
| Admin fee / account holder | $2,912 | $5,568-47.7% | $5,349-45.6% | $12,624-76.9% |