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 | $175,755 | $179,726-2.2% | $156,263+12.5% | $142,382+23.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 17.10% | 77.86%-60.8pp | 59.47%-42.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,447 | $5,069-71.5% | $4,333-66.6% | $4,299-66.3% |
| Participant deferral / active EE | $12,868 | $6,956+85.0% | $6,158+108.9% | $6,507+97.7% |
| Admin fee / account holder | $1,557 | $17,272-91.0% | $14,255-89.1% | $12,624-87.7% |