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 | $160,107 | $154,228+3.8% | $145,433+10.1% | $137,256+16.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.55% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $7,963 | $4,804+65.8% | $4,554+74.8% | $4,156+91.6% |
| Participant deferral / active EE | $17,248 | $8,216+109.9% | $7,897+118.4% | $6,407+169.2% |
| Admin fee / account holder | $10,672 | $14,344-25.6% | $13,129-18.7% | $12,270-13.0% |