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 7-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 | $148,144 | $154,117-3.9% | $129,995+14.0% | $139,434+6.2% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 10.20% | 32.48%-22.3pp | -137.18%+147.4pp | 372.94%-362.7pp |
| Employer contribution / active EE | $2,682 | $5,289-49.3% | $4,320-37.9% | $4,751-43.5% |
| Participant deferral / active EE | $5,991 | $6,710-10.7% | $5,820+2.9% | $6,710-10.7% |
| Admin fee / account holder | $328 | $14,007-97.7% | $10,614-96.9% | $11,403-97.1% |