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 | $162,221 | $162,781-0.3% | $133,956+21.1% | $158,922+2.1% |
| Participation rate | 94.7% | 83.2%+11.5pp | 79.8%+14.9pp | 82.0%+12.8pp |
| Annual return | 12.06% | 41.94%-29.9pp | 45.09%-33.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $3,398 | $4,975-31.7% | $3,919-13.3% | $4,761-28.6% |
| Participant deferral / active EE | $8,010 | $5,911+35.5% | $5,048+58.7% | $5,982+33.9% |
| Admin fee / account holder | $39,441 | $11,736+236.1% | $8,927+341.8% | $11,246+250.7% |