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 | $152,172 | $111,814+36.1% | $103,374+47.2% | $145,959+4.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.23% | 24.77%-9.5pp | 24.89%-9.7pp | 561.95%-546.7pp |
| Employer contribution / active EE | $12,764 | $4,214+202.9% | $3,869+229.9% | $4,661+173.8% |
| Participant deferral / active EE | $11,082 | $5,618+97.3% | $5,058+119.1% | $6,689+65.7% |
| Admin fee / account holder | $1,313 | $9,754-86.5% | $8,394-84.4% | $13,398-90.2% |