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 | $180,724 | $175,202+3.2% | $149,673+20.7% | $139,434+29.6% |
| Participation rate | 70.6% | 83.4%-12.8pp | 78.8%-8.2pp | 80.3%-9.7pp |
| Annual return | 16.14% | 166.71%-150.6pp | 134.42%-118.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,469 | $5,474-73.2% | $4,818-69.5% | $4,751-69.1% |
| Participant deferral / active EE | $3,137 | $6,519-51.9% | $5,680-44.8% | $6,710-53.2% |
| Admin fee / account holder | $571 | $16,150-96.5% | $13,210-95.7% | $11,403-95.0% |