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 | $187,445 | $201,272-6.9% | $184,203+1.8% | $145,922+28.5% |
| Participation rate | 94.7% | 87.5%+7.2pp | 86.8%+7.9pp | 80.3%+14.5pp |
| Annual return | 30.43% | 29.00%+1.4pp | 28.81%+1.6pp | 561.29%-530.9pp |
| Employer contribution / active EE | $10,024 | $7,022+42.8% | $6,427+56.0% | $4,660+115.1% |
| Participant deferral / active EE | $17,269 | $9,806+76.1% | $9,131+89.1% | $6,688+158.2% |
| Admin fee / account holder | $2,579 | $16,364-84.2% | $13,901-81.4% | $13,397-80.8% |