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 | $150,207 | $117,841+27.5% | $102,423+46.7% | $145,922+2.9% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 10.65% | 31.65%-21.0pp | 29.32%-18.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,207 | $3,615-11.3% | $3,023+6.1% | $4,660-31.2% |
| Participant deferral / active EE | $9,136 | $5,731+59.4% | $5,053+80.8% | $6,688+36.6% |
| Admin fee / account holder | $1,498 | $13,326-88.8% | $9,451-84.1% | $13,397-88.8% |