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 | $180,109 | $163,101+10.4% | $136,749+31.7% | $142,382+26.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.17% | 27.54%-9.4pp | 24.33%-6.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,047 | $4,117-74.6% | $3,400-69.2% | $4,299-75.7% |
| Participant deferral / active EE | $5,600 | $5,585+0.3% | $4,692+19.4% | $6,507-13.9% |
| Admin fee / account holder | $522 | $14,318-96.4% | $11,386-95.4% | $12,624-95.9% |