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 | $192,382 | $175,202+9.8% | $149,673+28.5% | $139,434+38.0% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.4pp | 80.3%+13.8pp |
| Annual return | 23.22% | 166.71%-143.5pp | 134.42%-111.2pp | 372.94%-349.7pp |
| Employer contribution / active EE | $9,254 | $5,474+69.0% | $4,818+92.1% | $4,751+94.8% |
| Participant deferral / active EE | $16,553 | $6,519+153.9% | $5,680+191.4% | $6,710+146.7% |
| Admin fee / account holder | $1,294 | $16,150-92.0% | $13,210-90.2% | $11,403-88.6% |