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 | $152,894 | $175,202-12.7% | $149,673+2.2% | $139,434+9.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 18.32% | 166.71%-148.4pp | 134.42%-116.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $6,385 | $5,474+16.6% | $4,818+32.5% | $4,751+34.4% |
| Participant deferral / active EE | $9,562 | $6,519+46.7% | $5,680+68.3% | $6,710+42.5% |
| Admin fee / account holder | $1,749 | $16,150-89.2% | $13,210-86.8% | $11,403-84.7% |