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 | $146,897 | $111,535+31.7% | $105,223+39.6% | $137,256+7.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 14.46% | 237.85%-223.4pp | 180.65%-166.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,991 | $3,939-49.5% | $3,689-46.0% | $4,156-52.1% |
| Participant deferral / active EE | $10,754 | $5,500+95.5% | $5,072+112.0% | $6,407+67.9% |
| Admin fee / account holder | $3,766 | $9,721-61.3% | $8,859-57.5% | $12,270-69.3% |