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 | $141,756 | $99,918+41.9% | $81,382+74.2% | $145,922-2.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 12.92% | 34.32%-21.4pp | 24.73%-11.8pp | 561.29%-548.4pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $9,377 | $4,605+103.6% | $3,883+141.5% | $6,688+40.2% |
| Admin fee / account holder | $1,033 | $8,212-87.4% | $5,768-82.1% | $13,397-92.3% |