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 | $173,872 | $177,572-2.1% | $154,803+12.3% | $142,382+22.1% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 19.33% | 65.07%-45.7pp | 58.88%-39.6pp | 217.08%-197.7pp |
| Employer contribution / active EE | $8,691 | $4,810+80.7% | $4,305+101.9% | $4,299+102.1% |
| Participant deferral / active EE | $7,771 | $6,272+23.9% | $5,540+40.3% | $6,507+19.4% |
| Admin fee / account holder | $6,309 | $16,786-62.4% | $14,329-56.0% | $12,624-50.0% |