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 9-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 | $139,785 | $106,515+31.2% | $96,683+44.6% | $139,434+0.3% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 15.87% | 38.43%-22.6pp | 35.69%-19.8pp | 372.94%-357.1pp |
| Employer contribution / active EE | $12,402 | $4,103+202.3% | $3,737+231.9% | $4,751+161.0% |
| Participant deferral / active EE | $10,440 | $5,454+91.4% | $4,878+114.0% | $6,710+55.6% |
| Admin fee / account holder | $11,713 | $7,877+48.7% | $6,730+74.0% | $11,403+2.7% |