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 | $99,233 | $159,901-37.9% | $146,958-32.5% | $145,922-32.0% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.6pp |
| Annual return | 23.28% | 98.13%-74.9pp | 418.34%-395.1pp | 561.29%-538.0pp |
| Employer contribution / active EE | $11,916 | $5,286+125.4% | $4,933+141.6% | $4,660+155.7% |
| Participant deferral / active EE | $18,146 | $8,428+115.3% | $8,070+124.9% | $6,688+171.3% |
| Admin fee / account holder | $4,521 | $15,044-69.9% | $12,998-65.2% | $13,397-66.3% |