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 | $154,608 | $177,572-12.9% | $154,803-0.1% | $142,382+8.6% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 19.84% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,776 | $4,810-0.7% | $4,305+10.9% | $4,299+11.1% |
| Participant deferral / active EE | $8,111 | $6,272+29.3% | $5,540+46.4% | $6,507+24.6% |
| Admin fee / account holder | $1,274 | $16,786-92.4% | $14,329-91.1% | $12,624-89.9% |