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 | $168,430 | $154,228+9.2% | $145,433+15.8% | $137,256+22.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.33% | 74.59%-59.3pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $11,619 | $4,804+141.9% | $4,554+155.1% | $4,156+179.6% |
| Participant deferral / active EE | $8,182 | $8,216-0.4% | $7,897+3.6% | $6,407+27.7% |
| Admin fee / account holder | $2,407 | $14,344-83.2% | $13,129-81.7% | $12,270-80.4% |