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 | $137,749 | $154,228-10.7% | $145,433-5.3% | $137,256+0.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.31% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,953 | $4,804-38.5% | $4,554-35.2% | $4,156-28.9% |
| Participant deferral / active EE | $8,969 | $8,216+9.2% | $7,897+13.6% | $6,407+40.0% |
| Admin fee / account holder | $879 | $14,344-93.9% | $13,129-93.3% | $12,270-92.8% |