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 | $114,442 | $97,125+17.8% | $86,233+32.7% | $137,256-16.6% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 19.77% | 74.19%-54.4pp | 61.39%-41.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $6,814 | $2,841+139.8% | $2,504+172.1% | $4,156+63.9% |
| Participant deferral / active EE | $13,977 | $5,180+169.8% | $4,559+206.6% | $6,407+118.2% |
| Admin fee / account holder | $719 | $9,725-92.6% | $8,342-91.4% | $12,270-94.1% |