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 | $171,338 | $201,272-14.9% | $184,203-7.0% | $145,922+17.4% |
| Participation rate | 95.0% | 87.5%+7.5pp | 86.8%+8.2pp | 80.3%+14.7pp |
| Annual return | 14.06% | 29.00%-14.9pp | 28.81%-14.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,247 | $7,022-53.8% | $6,427-49.5% | $4,660-30.3% |
| Participant deferral / active EE | $14,276 | $9,806+45.6% | $9,131+56.3% | $6,688+113.5% |
| Admin fee / account holder | $1,158 | $16,364-92.9% | $13,901-91.7% | $13,397-91.4% |