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 | $163,192 | $165,335-1.3% | $149,696+9.0% | $158,922+2.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 17.15% | 348.15%-331.0pp | 276.60%-259.5pp | 302.83%-285.7pp |
| Employer contribution / active EE | $2,456 | $5,103-51.9% | $4,644-47.1% | $4,761-48.4% |
| Participant deferral / active EE | $7,900 | $7,181+10.0% | $6,842+15.5% | $5,982+32.1% |
| Admin fee / account holder | $1,592 | $10,807-85.3% | $9,309-82.9% | $11,246-85.8% |