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 | $166,382 | $178,174-6.6% | $156,181+6.5% | $137,256+21.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.49% | 84.19%-69.7pp | 64.87%-50.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,653 | $4,972-26.5% | $4,294-14.9% | $4,156-12.1% |
| Participant deferral / active EE | $11,833 | $6,888+71.8% | $6,132+93.0% | $6,407+84.7% |
| Admin fee / account holder | $18,830 | $17,404+8.2% | $14,586+29.1% | $12,270+53.5% |