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 | $145,760 | $183,519-20.6% | $155,509-6.3% | $145,922-0.1% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 18.61% | 61.17%-42.6pp | 64.67%-46.1pp | 561.29%-542.7pp |
| Employer contribution / active EE | $9,774 | $5,313+84.0% | $4,672+109.2% | $4,660+109.8% |
| Participant deferral / active EE | $13,015 | $6,462+101.4% | $5,626+131.3% | $6,688+94.6% |
| Admin fee / account holder | $1,030 | $19,313-94.7% | $15,912-93.5% | $13,397-92.3% |