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 | $134,128 | $104,974+27.8% | $95,585+40.3% | $142,382-5.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 16.29% | 210.33%-194.0pp | 38.56%-22.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $21,001 | $2,779+655.8% | $2,527+731.2% | $4,299+388.5% |
| Participant deferral / active EE | $6,589 | $4,352+51.4% | $4,023+63.8% | $6,507+1.3% |
| Admin fee / account holder | $4,115 | $6,386-35.6% | $6,127-32.8% | $12,624-67.4% |