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 | $148,355 | $201,272-26.3% | $184,203-19.5% | $145,922+1.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.86% | 29.00%-9.1pp | 28.81%-9.0pp | 561.29%-541.4pp |
| Employer contribution / active EE | $2,979 | $7,022-57.6% | $6,427-53.6% | $4,660-36.1% |
| Participant deferral / active EE | $13,429 | $9,806+36.9% | $9,131+47.1% | $6,688+100.8% |
| Admin fee / account holder | $1,857 | $16,364-88.6% | $13,901-86.6% | $13,397-86.1% |