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 3-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 | $106,037 | $100,773+5.2% | $88,946+19.2% | $142,382-25.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 23.86% | 70.18%-46.3pp | 57.82%-34.0pp | 217.08%-193.2pp |
| Employer contribution / active EE | $10,305 | $2,918+253.2% | $2,555+303.3% | $4,299+139.7% |
| Participant deferral / active EE | $24,199 | $5,230+362.7% | $4,581+428.2% | $6,507+271.9% |
| Admin fee / account holder | $7,760 | $9,693-19.9% | $8,261-6.1% | $12,624-38.5% |