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 6-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 | $151,559 | $159,602-5.0% | $150,045+1.0% | $142,382+6.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 168.76% | 70.24%+98.5pp | 62.55%+106.2pp | 217.08%-48.3pp |
| Employer contribution / active EE | $1,343 | $4,961-72.9% | $4,693-71.4% | $4,299-68.8% |
| Participant deferral / active EE | $7,339 | $8,310-11.7% | $7,997-8.2% | $6,507+12.8% |
| Admin fee / account holder | $721 | $14,846-95.1% | $13,435-94.6% | $12,624-94.3% |