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 | $125,801 | $90,397+39.2% | $76,002+65.5% | $145,959-13.8% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 13.95% | 621.97%-608.0pp | 360.07%-346.1pp | 561.95%-548.0pp |
| Employer contribution / active EE | $9,245 | $3,317+178.7% | $2,688+243.9% | $4,661+98.4% |
| Participant deferral / active EE | $6,116 | $5,163+18.5% | $4,257+43.7% | $6,689-8.6% |
| Admin fee / account holder | $1,638 | $8,369-80.4% | $6,414-74.5% | $13,398-87.8% |