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 6-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 | $150,138 | $180,749-16.9% | $160,784-6.6% | $137,256+9.4% |
| Participation rate | 78.3% | 80.0%-1.7pp | 77.0%+1.3pp | 80.0%-1.7pp |
| Annual return | 20.05% | 2234.46%-2214.4pp | 1803.92%-1783.9pp | 220.34%-200.3pp |
| Employer contribution / active EE | $3,301 | $4,155-20.6% | $3,733-11.6% | $4,156-20.6% |
| Participant deferral / active EE | $11,657 | $6,844+70.3% | $6,293+85.2% | $6,407+81.9% |
| Admin fee / account holder | $8,308 | $10,397-20.1% | $9,717-14.5% | $12,270-32.3% |