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 | $154,790 | $152,587+1.4% | $125,175+23.7% | $152,861+1.3% |
| Participation rate | 90.5% | 83.3%+7.1pp | 79.8%+10.7pp | 82.4%+8.0pp |
| Annual return | 22.28% | 54.84%-32.6pp | 43.79%-21.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,637 | $4,946-46.7% | $3,865-31.8% | $4,762-44.6% |
| Participant deferral / active EE | $7,654 | $5,868+30.4% | $4,937+55.0% | $5,850+30.8% |
| Admin fee / account holder | $1,988 | $13,434-85.2% | $9,702-79.5% | $11,596-82.9% |