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 | $146,419 | $183,519-20.2% | $155,509-5.8% | $145,922+0.3% |
| Participation rate | 95.8% | 82.7%+13.2pp | 78.2%+17.6pp | 80.3%+15.6pp |
| Annual return | 11.08% | 61.17%-50.1pp | 64.67%-53.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $6,432 | $5,313+21.1% | $4,672+37.7% | $4,660+38.0% |
| Participant deferral / active EE | $7,649 | $6,462+18.4% | $5,626+35.9% | $6,688+14.4% |
| Admin fee / account holder | $1,296 | $19,313-93.3% | $15,912-91.9% | $13,397-90.3% |