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 | $121,039 | $114,381+5.8% | $107,525+12.6% | $142,382-15.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.16% | 242.71%-224.5pp | 181.32%-163.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $10,270 | $4,015+155.8% | $3,754+173.6% | $4,299+138.9% |
| Participant deferral / active EE | $11,187 | $5,564+101.1% | $5,116+118.7% | $6,507+71.9% |
| Admin fee / account holder | $1,633 | $9,860-83.4% | $8,919-81.7% | $12,624-87.1% |