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 7-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 | $146,402 | $154,228-5.1% | $145,433+0.7% | $137,256+6.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.30% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,275 | $4,804-52.6% | $4,554-50.0% | $4,156-45.3% |
| Participant deferral / active EE | $14,748 | $8,216+79.5% | $7,897+86.7% | $6,407+130.2% |
| Admin fee / account holder | $2,187 | $14,344-84.8% | $13,129-83.3% | $12,270-82.2% |