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 | $142,443 | $148,534-4.1% | $135,903+4.8% | $139,434+2.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.47% | 79.19%-55.7pp | 68.23%-44.8pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,373 | $5,243-54.7% | $4,856-51.1% | $4,751-50.1% |
| Participant deferral / active EE | $15,153 | $8,100+87.1% | $7,758+95.3% | $6,710+125.8% |
| Admin fee / account holder | $505 | $12,400-95.9% | $10,762-95.3% | $11,403-95.6% |