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 | $128,027 | $111,535+14.8% | $105,223+21.7% | $137,256-6.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 18.74% | 237.85%-219.1pp | 180.65%-161.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $14,701 | $3,939+273.2% | $3,689+298.6% | $4,156+253.7% |
| Participant deferral / active EE | $6,590 | $5,500+19.8% | $5,072+29.9% | $6,407+2.9% |
| Admin fee / account holder | $1,431 | $9,721-85.3% | $8,859-83.9% | $12,270-88.3% |