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 8-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 | $165,279 | $124,319+32.9% | $111,297+48.5% | $167,490-1.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 33.09% | 37.44%-4.3pp | 54.65%-21.6pp | 478.56%-445.5pp |
| Employer contribution / active EE | $1,017 | $3,435-70.4% | $2,731-62.8% | $4,837-79.0% |
| Participant deferral / active EE | $1,964 | $5,180-62.1% | $4,487-56.2% | $6,341-69.0% |
| Admin fee / account holder | $3,954 | $10,618-62.8% | $7,964-50.3% | $12,309-67.9% |