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 | $117,306 | $91,538+28.1% | $129,995-9.8% | $75,163+56.1% |
| Participation rate | 78.0% | 71.4%+6.6pp | 78.5%-0.5pp | 67.2%+10.8pp |
| Annual return | 20.52% | -631.11%+651.6pp | -137.18%+157.7pp | 160.62%-140.1pp |
| Employer contribution / active EE | $4,135 | $2,845+45.3% | $4,320-4.3% | $2,670+54.9% |
| Participant deferral / active EE | $8,308 | $4,341+91.4% | $5,820+42.7% | $4,125+101.4% |
| Admin fee / account holder | $1,952 | $6,790-71.3% | $10,614-81.6% | $5,651-65.5% |