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 | $166,918 | $154,228+8.2% | $145,433+14.8% | $137,256+21.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.02% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $9,094 | $4,804+89.3% | $4,554+99.7% | $4,156+118.8% |
| Participant deferral / active EE | $9,140 | $8,216+11.2% | $7,897+15.7% | $6,407+42.7% |
| Admin fee / account holder | $9,833 | $14,344-31.4% | $13,129-25.1% | $12,270-19.9% |