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 | $139,284 | $154,117-9.6% | $129,995+7.1% | $139,434-0.1% |
| Participation rate | 95.2% | 82.0%+13.3pp | 78.5%+16.8pp | 80.3%+14.9pp |
| Annual return | 19.89% | 32.48%-12.6pp | -137.18%+157.1pp | 372.94%-353.1pp |
| Employer contribution / active EE | $9,490 | $5,289+79.4% | $4,320+119.7% | $4,751+99.8% |
| Participant deferral / active EE | $9,304 | $6,710+38.7% | $5,820+59.9% | $6,710+38.7% |
| Admin fee / account holder | $1,307 | $14,007-90.7% | $10,614-87.7% | $11,403-88.5% |