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 7-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 | $156,646 | $183,519-14.6% | $155,509+0.7% | $145,922+7.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.35% | 61.17%-46.8pp | 64.67%-50.3pp | 561.29%-546.9pp |
| Employer contribution / active EE | $12,179 | $5,313+129.2% | $4,672+160.7% | $4,660+161.4% |
| Participant deferral / active EE | $7,963 | $6,462+23.2% | $5,626+41.5% | $6,688+19.1% |
| Admin fee / account holder | $441 | $19,313-97.7% | $15,912-97.2% | $13,397-96.7% |