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 | $153,390 | $214,378-28.4% | $200,582-23.5% | $142,382+7.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 20.29% | 46.41%-26.1pp | 42.33%-22.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $9,673 | $6,841+41.4% | $6,419+50.7% | $4,299+125.0% |
| Participant deferral / active EE | $11,349 | $9,865+15.0% | $9,331+21.6% | $6,507+74.4% |
| Admin fee / account holder | $2,156 | $17,692-87.8% | $16,305-86.8% | $12,624-82.9% |