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 | $168,076 | $201,272-16.5% | $184,203-8.8% | $145,922+15.2% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 12.03% | 29.00%-17.0pp | 28.81%-16.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $7,849 | $7,022+11.8% | $6,427+22.1% | $4,660+68.4% |
| Participant deferral / active EE | $4,605 | $9,806-53.0% | $9,131-49.6% | $6,688-31.1% |
| Admin fee / account holder | $1,894 | $16,364-88.4% | $13,901-86.4% | $13,397-85.9% |