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 8-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 | $180,583 | $217,402-16.9% | $185,823-2.8% | $167,490+7.8% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 41.80% | 148.36%-106.6pp | 122.05%-80.2pp | 478.56%-436.8pp |
| Employer contribution / active EE | $13,363 | $5,873+127.5% | $5,167+158.6% | $4,837+176.2% |
| Participant deferral / active EE | $13,471 | $6,356+111.9% | $5,568+141.9% | $6,341+112.4% |
| Admin fee / account holder | $9,918 | $19,811-49.9% | $16,237-38.9% | $12,309-19.4% |