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 | $166,859 | $201,272-17.1% | $184,203-9.4% | $145,922+14.3% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 15.92% | 29.00%-13.1pp | 28.81%-12.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $4,778 | $7,022-32.0% | $6,427-25.7% | $4,660+2.5% |
| Participant deferral / active EE | $8,730 | $9,806-11.0% | $9,131-4.4% | $6,688+30.5% |
| Admin fee / account holder | $826 | $16,364-95.0% | $13,901-94.1% | $13,397-93.8% |