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 | $146,920 | $127,777+15.0% | $106,548+37.9% | $167,490-12.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 20.20% | 33.87%-13.7pp | 26.80%-6.6pp | 478.56%-458.4pp |
| Employer contribution / active EE | $1,685 | $3,427-50.8% | $2,819-40.2% | $4,837-65.2% |
| Participant deferral / active EE | $1,835 | $5,087-63.9% | $4,398-58.3% | $6,341-71.1% |
| Admin fee / account holder | $2,092 | $11,228-81.4% | $7,407-71.8% | $12,309-83.0% |