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 | $168,777 | $137,414+22.8% | $189,513-10.9% | $85,850+96.6% |
| Participation rate | 93.5% | 84.6%+8.9pp | 87.8%+5.7pp | 69.3%+24.2pp |
| Annual return | 16.76% | 38.14%-21.4pp | 555.15%-538.4pp | 318.53%-301.8pp |
| Employer contribution / active EE | $2,370 | $4,344-45.4% | $6,162-61.5% | $2,565-7.6% |
| Participant deferral / active EE | $6,671 | $6,260+6.6% | $8,221-18.9% | $3,952+68.8% |
| Admin fee / account holder | $1,963 | $8,630-77.3% | $12,045-83.7% | $6,260-68.6% |