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 8-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 | $143,399 | $185,822-22.8% | $169,993-15.6% | $139,434+2.8% |
| Participation rate | 94.7% | 87.8%+7.0pp | 87.0%+7.7pp | 80.3%+14.4pp |
| Annual return | 15.91% | 60.50%-44.6pp | 53.37%-37.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $4,079 | $7,590-46.3% | $6,785-39.9% | $4,751-14.1% |
| Participant deferral / active EE | $14,314 | $11,622+23.2% | $10,408+37.5% | $6,710+113.3% |
| Admin fee / account holder | $45,041 | $15,381+192.8% | $12,815+251.5% | $11,403+295.0% |