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 | $153,285 | $154,228-0.6% | $145,433+5.4% | $137,256+11.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.95% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,180 | $4,804-33.8% | $4,554-30.2% | $4,156-23.5% |
| Participant deferral / active EE | $12,868 | $8,216+56.6% | $7,897+62.9% | $6,407+100.8% |
| Admin fee / account holder | $3,571 | $14,344-75.1% | $13,129-72.8% | $12,270-70.9% |