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 | $186,574 | $201,272-7.3% | $184,203+1.3% | $145,922+27.9% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 13.64% | 29.00%-15.4pp | 28.81%-15.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $5,674 | $7,022-19.2% | $6,427-11.7% | $4,660+21.8% |
| Participant deferral / active EE | $13,867 | $9,806+41.4% | $9,131+51.9% | $6,688+107.4% |
| Admin fee / account holder | $53,393 | $16,364+226.3% | $13,901+284.1% | $13,397+298.5% |