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 10-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 | $117,725 | $101,618+15.9% | $93,063+26.5% | $137,256-14.2% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | 12.81% | 223.95%-211.1pp | 34.15%-21.3pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,673 | $2,707-1.3% | $2,476+8.0% | $4,156-35.7% |
| Participant deferral / active EE | $13,735 | $4,279+221.0% | $3,958+247.0% | $6,407+114.4% |
| Admin fee / account holder | $562 | $6,198-90.9% | $6,033-90.7% | $12,270-95.4% |