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 9-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 | $150,954 | $175,202-13.8% | $149,673+0.9% | $139,434+8.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 12.65% | 166.71%-154.1pp | 134.42%-121.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,064 | $5,474-62.3% | $4,818-57.2% | $4,751-56.6% |
| Participant deferral / active EE | $11,143 | $6,519+70.9% | $5,680+96.2% | $6,710+66.1% |
| Admin fee / account holder | $827 | $16,150-94.9% | $13,210-93.7% | $11,403-92.7% |