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 | $142,479 | $154,117-7.6% | $129,995+9.6% | $139,434+2.2% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 48.80% | 32.48%+16.3pp | -137.18%+186.0pp | 372.94%-324.1pp |
| Employer contribution / active EE | $7,846 | $5,289+48.3% | $4,320+81.6% | $4,751+65.2% |
| Participant deferral / active EE | $14,051 | $6,710+109.4% | $5,820+141.4% | $6,710+109.4% |
| Admin fee / account holder | $2,777 | $14,007-80.2% | $10,614-73.8% | $11,403-75.6% |