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 | $169,285 | $172,111-1.6% | $150,298+12.6% | $137,256+23.3% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 19.24% | 69.37%-50.1pp | 62.79%-43.5pp | 220.34%-201.1pp |
| Employer contribution / active EE | $5,401 | $4,636+16.5% | $4,154+30.0% | $4,156+30.0% |
| Participant deferral / active EE | $7,226 | $6,166+17.2% | $5,453+32.5% | $6,407+12.8% |
| Admin fee / account holder | $616 | $16,471-96.3% | $14,116-95.6% | $12,270-95.0% |