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 | $142,795 | $154,228-7.4% | $145,433-1.8% | $137,256+4.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.71% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,914 | $4,804-39.3% | $4,554-36.0% | $4,156-29.9% |
| Participant deferral / active EE | $15,444 | $8,216+88.0% | $7,897+95.6% | $6,407+141.1% |
| Admin fee / account holder | $37,891 | $14,344+164.2% | $13,129+188.6% | $12,270+208.8% |