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 6-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 | $132,079 | $117,983+11.9% | $101,794+29.8% | $142,382-7.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 13.38% | 36.92%-23.5pp | 30.53%-17.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $9,483 | $2,773+242.0% | $2,289+314.3% | $4,299+120.6% |
| Participant deferral / active EE | $8,887 | $4,714+88.5% | $4,084+117.6% | $6,507+36.6% |
| Admin fee / account holder | $932 | $10,433-91.1% | $8,777-89.4% | $12,624-92.6% |