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 | $146,423 | $201,259-27.2% | $184,200-20.5% | $145,959+0.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.87% | 28.98%-8.1pp | 28.80%-7.9pp | 561.95%-541.1pp |
| Employer contribution / active EE | $2,486 | $7,018-64.6% | $6,424-61.3% | $4,661-46.7% |
| Participant deferral / active EE | $13,994 | $9,806+42.7% | $9,132+53.2% | $6,689+109.2% |
| Admin fee / account holder | $11,512 | $16,372-29.7% | $13,907-17.2% | $13,398-14.1% |