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 | $147,246 | $118,680+24.1% | $98,907+48.9% | $158,922-7.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 18.60% | 372.35%-353.8pp | 196.43%-177.8pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,715 | $3,333-18.5% | $2,689+1.0% | $4,761-43.0% |
| Participant deferral / active EE | $8,909 | $5,088+75.1% | $4,244+109.9% | $5,982+48.9% |
| Admin fee / account holder | $384 | $10,131-96.2% | $6,642-94.2% | $11,246-96.6% |