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 | $154,888 | $99,877+55.1% | $84,966+82.3% | $145,922+6.1% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 13.16% | 83.76%-70.6pp | 66.38%-53.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $8,367 | $3,231+158.9% | $2,727+206.8% | $4,660+79.6% |
| Participant deferral / active EE | $13,457 | $5,291+154.4% | $4,519+197.8% | $6,688+101.2% |
| Admin fee / account holder | $7,653 | $7,248+5.6% | $6,149+24.5% | $13,397-42.9% |