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 7-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 | $152,232 | $72,071+111.2% | $68,368+122.7% | $137,256+10.9% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 14.10% | 353.14%-339.0pp | 292.57%-278.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,420 | $2,788-13.2% | $2,649-8.6% | $4,156-41.8% |
| Participant deferral / active EE | $5,400 | $4,410+22.5% | $4,123+31.0% | $6,407-15.7% |
| Admin fee / account holder | $25,689 | $5,336+381.5% | $5,150+398.8% | $12,270+109.4% |