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 | $116,742 | $114,381+2.1% | $107,525+8.6% | $142,382-18.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.14% | 242.71%-225.6pp | 181.32%-164.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $19,084 | $4,015+375.4% | $3,754+408.4% | $4,299+343.9% |
| Participant deferral / active EE | $9,655 | $5,564+73.5% | $5,116+88.7% | $6,507+48.4% |
| Admin fee / account holder | $19,541 | $9,860+98.2% | $8,919+119.1% | $12,624+54.8% |