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 | $194,882 | $177,572+9.7% | $154,803+25.9% | $142,382+36.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.23% | 65.07%-47.8pp | 58.88%-41.7pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,874 | $4,810-19.5% | $4,305-10.0% | $4,299-9.9% |
| Participant deferral / active EE | $10,189 | $6,272+62.5% | $5,540+83.9% | $6,507+56.6% |
| Admin fee / account holder | $912 | $16,786-94.6% | $14,329-93.6% | $12,624-92.8% |