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 6-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 | $132,264 | $110,809+19.4% | $86,874+52.2% | $167,490-21.0% |
| Participation rate | 95.0% | 75.8%+19.2pp | 71.6%+23.4pp | 82.1%+12.9pp |
| Annual return | 13.16% | 116.98%-103.8pp | 63.52%-50.4pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,011 | $3,244-38.0% | $2,495-19.4% | $4,837-58.4% |
| Participant deferral / active EE | $8,074 | $4,546+77.6% | $3,699+118.3% | $6,341+27.3% |
| Admin fee / account holder | $8,877 | $8,415+5.5% | $5,828+52.3% | $12,309-27.9% |