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 | $197,893 | $214,378-7.7% | $200,582-1.3% | $142,382+39.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.90% | 46.41%-32.5pp | 42.33%-28.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,300 | $6,841-51.8% | $6,419-48.6% | $4,299-23.2% |
| Participant deferral / active EE | $9,343 | $9,865-5.3% | $9,331+0.1% | $6,507+43.6% |
| Admin fee / account holder | $388 | $17,692-97.8% | $16,305-97.6% | $12,624-96.9% |