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 | $158,284 | $177,572-10.9% | $154,803+2.2% | $142,382+11.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 14.93% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,950 | $4,810-59.5% | $4,305-54.7% | $4,299-54.7% |
| Participant deferral / active EE | $6,388 | $6,272+1.8% | $5,540+15.3% | $6,507-1.8% |
| Admin fee / account holder | $490 | $16,786-97.1% | $14,329-96.6% | $12,624-96.1% |