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 5-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 | $104,503 | $177,572-41.1% | $154,803-32.5% | $142,382-26.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 16.25% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $9,038 | $4,810+87.9% | $4,305+109.9% | $4,299+110.2% |
| Participant deferral / active EE | $10,304 | $6,272+64.3% | $5,540+86.0% | $6,507+58.4% |
| Admin fee / account holder | $384 | $16,786-97.7% | $14,329-97.3% | $12,624-97.0% |