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 | $143,559 | $185,822-22.7% | $169,993-15.5% | $139,434+3.0% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 17.77% | 60.50%-42.7pp | 53.37%-35.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $5,830 | $7,590-23.2% | $6,785-14.1% | $4,751+22.7% |
| Participant deferral / active EE | $7,500 | $11,622-35.5% | $10,408-27.9% | $6,710+11.8% |
| Admin fee / account holder | $7,458 | $15,381-51.5% | $12,815-41.8% | $11,403-34.6% |