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 | $151,117 | $110,257+37.1% | $96,544+56.5% | $139,434+8.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.83% | 26.32%-13.5pp | 25.84%-13.0pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,206 | $3,620-66.7% | $2,965-59.3% | $4,751-74.6% |
| Participant deferral / active EE | $11,398 | $5,548+105.4% | $4,851+135.0% | $6,710+69.9% |
| Admin fee / account holder | $719 | $11,591-93.8% | $8,252-91.3% | $11,403-93.7% |