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 | $160,797 | $202,432-20.6% | $169,368-5.1% | $139,434+15.3% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 14.81% | 531.74%-516.9pp | 405.60%-390.8pp | 372.94%-358.1pp |
| Employer contribution / active EE | $7,755 | $4,692+65.3% | $4,013+93.3% | $4,751+63.2% |
| Participant deferral / active EE | $7,234 | $6,938+4.3% | $6,221+16.3% | $6,710+7.8% |
| Admin fee / account holder | $17,639 | $10,708+64.7% | $9,003+95.9% | $11,403+54.7% |