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 | $172,111-8.0% | $150,298+5.3% | $137,256+15.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 14.93% | 69.37%-54.4pp | 62.79%-47.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,950 | $4,636-57.9% | $4,154-53.1% | $4,156-53.1% |
| Participant deferral / active EE | $6,388 | $6,166+3.6% | $5,453+17.1% | $6,407-0.3% |
| Admin fee / account holder | $490 | $16,471-97.0% | $14,116-96.5% | $12,270-96.0% |