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 6-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 | $151,182 | $179,726-15.9% | $156,263-3.3% | $142,382+6.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 19.33% | 77.86%-58.5pp | 59.47%-40.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $15,228 | $5,069+200.4% | $4,333+251.4% | $4,299+254.2% |
| Participant deferral / active EE | $9,860 | $6,956+41.7% | $6,158+60.1% | $6,507+51.5% |
| Admin fee / account holder | $2,154 | $17,272-87.5% | $14,255-84.9% | $12,624-82.9% |