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 8-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 | $166,695 | $177,572-6.1% | $154,803+7.7% | $142,382+17.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 13.52% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $14,118 | $4,810+193.5% | $4,305+227.9% | $4,299+228.4% |
| Participant deferral / active EE | $7,894 | $6,272+25.9% | $5,540+42.5% | $6,507+21.3% |
| Admin fee / account holder | $455 | $16,786-97.3% | $14,329-96.8% | $12,624-96.4% |