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 | $140,929 | $114,381+23.2% | $107,525+31.1% | $142,382-1.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 15.83% | 242.71%-226.9pp | 181.32%-165.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $16,216 | $4,015+303.9% | $3,754+332.0% | $4,299+277.2% |
| Participant deferral / active EE | $9,521 | $5,564+71.1% | $5,116+86.1% | $6,507+46.3% |
| Admin fee / account holder | $421 | $9,860-95.7% | $8,919-95.3% | $12,624-96.7% |