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 5-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 | $141,145 | $114,381+23.4% | $107,525+31.3% | $142,382-0.9% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 17.48% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $18,151 | $4,015+352.1% | $3,754+383.6% | $4,299+322.2% |
| Participant deferral / active EE | $7,245 | $5,564+30.2% | $5,116+41.6% | $6,507+11.3% |
| Admin fee / account holder | $975 | $9,860-90.1% | $8,919-89.1% | $12,624-92.3% |