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 | $134,559 | $114,381+17.6% | $107,525+25.1% | $142,382-5.5% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 15.67% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $15,524 | $4,015+286.7% | $3,754+313.6% | $4,299+261.1% |
| Participant deferral / active EE | $6,944 | $5,564+24.8% | $5,116+35.7% | $6,507+6.7% |
| Admin fee / account holder | $1,094 | $9,860-88.9% | $8,919-87.7% | $12,624-91.3% |