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 9-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 | $165,158 | $111,535+48.1% | $105,223+57.0% | $137,256+20.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 15.33% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $5,824 | $3,939+47.8% | $3,689+57.9% | $4,156+40.1% |
| Participant deferral / active EE | $12,659 | $5,500+130.2% | $5,072+149.6% | $6,407+97.6% |
| Admin fee / account holder | $7,453 | $9,721-23.3% | $8,859-15.9% | $12,270-39.3% |