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 | $159,180 | $102,966+54.6% | $90,281+76.3% | $152,861+4.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.10% | 95.16%-71.1pp | 78.10%-54.0pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,482 | $3,139-52.8% | $2,854-48.1% | $4,762-68.9% |
| Participant deferral / active EE | $9,865 | $4,281+130.4% | $3,885+153.9% | $5,850+68.6% |
| Admin fee / account holder | $1,226 | $6,171-80.1% | $5,351-77.1% | $11,596-89.4% |