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 | $227,023 | $124,425+82.5% | $112,040+102.6% | $137,256+65.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.84% | 24.72%-9.9pp | 24.52%-9.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,439 | $3,411+0.8% | $2,954+16.4% | $4,156-17.2% |
| Participant deferral / active EE | $12,248 | $5,718+114.2% | $5,098+140.3% | $6,407+91.2% |
| Admin fee / account holder | $1,796 | $15,207-88.2% | $12,098-85.2% | $12,270-85.4% |