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 | $126,583 | $72,071+75.6% | $68,368+85.2% | $137,256-7.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.14% | 353.14%-331.0pp | 292.57%-270.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $19,654 | $2,788+605.0% | $2,649+642.0% | $4,156+372.9% |
| Participant deferral / active EE | $10,701 | $4,410+142.7% | $4,123+159.6% | $6,407+67.0% |
| Admin fee / account holder | $10,150 | $5,336+90.2% | $5,150+97.1% | $12,270-17.3% |