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 6-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 | $150,136 | $133,922+12.1% | $116,228+29.2% | $142,382+5.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.70% | 147.76%-135.1pp | 90.06%-77.4pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,949 | $3,446-14.4% | $2,994-1.5% | $4,299-31.4% |
| Participant deferral / active EE | $2,729 | $5,672-51.9% | $4,953-44.9% | $6,507-58.1% |
| Admin fee / account holder | $14,457 | $14,945-3.3% | $11,989+20.6% | $12,624+14.5% |