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 | $140,332 | $77,419+81.3% | $69,455+102.0% | $152,861-8.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.4%-7.4pp |
| Annual return | 26.97% | 39.06%-12.1pp | 28.97%-2.0pp | 345.32%-318.3pp |
| Employer contribution / active EE | $37,000 | $3,315+1016.0% | $2,779+1231.4% | $4,762+676.9% |
| Participant deferral / active EE | $9,500 | $4,414+115.2% | $3,535+168.7% | $5,850+62.4% |
| Admin fee / account holder | $1,788 | $6,207-71.2% | $3,839-53.4% | $11,596-84.6% |