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 | $191,632 | $201,272-4.8% | $184,203+4.0% | $145,922+31.3% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.5pp |
| Annual return | 22.73% | 29.00%-6.3pp | 28.81%-6.1pp | 561.29%-538.6pp |
| Employer contribution / active EE | $6,687 | $7,022-4.8% | $6,427+4.0% | $4,660+43.5% |
| Participant deferral / active EE | $16,047 | $9,806+63.6% | $9,131+75.7% | $6,688+139.9% |
| Admin fee / account holder | $2,452 | $16,364-85.0% | $13,901-82.4% | $13,397-81.7% |