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 | $132,135 | $114,381+15.5% | $107,525+22.9% | $142,382-7.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.84% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,616 | $4,015-34.8% | $3,754-30.3% | $4,299-39.2% |
| Participant deferral / active EE | $21,215 | $5,564+281.3% | $5,116+314.7% | $6,507+226.0% |
| Admin fee / account holder | $16,779 | $9,860+70.2% | $8,919+88.1% | $12,624+32.9% |