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 | $167,603 | $177,572-5.6% | $154,803+8.3% | $142,382+17.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 17.42% | 65.07%-47.6pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,968 | $4,810-59.1% | $4,305-54.3% | $4,299-54.2% |
| Participant deferral / active EE | $8,672 | $6,272+38.3% | $5,540+56.5% | $6,507+33.3% |
| Admin fee / account holder | $1,298 | $16,786-92.3% | $14,329-90.9% | $12,624-89.7% |