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 8-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 | $168,177 | $177,572-5.3% | $154,803+8.6% | $142,382+18.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.79% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $7,969 | $4,810+65.7% | $4,305+85.1% | $4,299+85.4% |
| Participant deferral / active EE | $6,621 | $6,272+5.6% | $5,540+19.5% | $6,507+1.8% |
| Admin fee / account holder | $2,433 | $16,786-85.5% | $14,329-83.0% | $12,624-80.7% |