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 | $159,637 | $183,519-13.0% | $155,509+2.7% | $145,922+9.4% |
| Participation rate | 95.5% | 82.7%+12.8pp | 78.2%+17.3pp | 80.3%+15.2pp |
| Annual return | 14.26% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.0pp |
| Employer contribution / active EE | $12,238 | $5,313+130.3% | $4,672+161.9% | $4,660+162.6% |
| Participant deferral / active EE | $7,967 | $6,462+23.3% | $5,626+41.6% | $6,688+19.1% |
| Admin fee / account holder | $21,791 | $19,313+12.8% | $15,912+36.9% | $13,397+62.7% |