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 | $146,240 | $127,065+15.1% | $113,168+29.2% | $142,382+2.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.76% | 24.03%-6.3pp | 24.27%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $11,319 | $3,442+228.8% | $2,975+280.4% | $4,299+163.3% |
| Participant deferral / active EE | $23,994 | $5,716+319.7% | $5,107+369.8% | $6,507+268.7% |
| Admin fee / account holder | $14,658 | $15,736-6.8% | $12,068+21.5% | $12,624+16.1% |