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 | $125,016 | $95,862+30.4% | $79,550+57.2% | $134,475-7.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 660.01% | -2.69%+662.7pp | 0.16%+659.8pp | 417.96%+242.0pp |
| Employer contribution / active EE | $2,429 | $3,128-22.3% | $2,413+0.7% | $4,740-48.7% |
| Participant deferral / active EE | $11,782 | $4,693+151.1% | $3,985+195.6% | $6,400+84.1% |
| Admin fee / account holder | $1,196 | $9,126-86.9% | $6,832-82.5% | $11,426-89.5% |