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 | $148,896 | $175,202-15.0% | $149,673-0.5% | $139,434+6.8% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 16.18% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.8pp |
| Employer contribution / active EE | $6,551 | $5,474+19.7% | $4,818+36.0% | $4,751+37.9% |
| Participant deferral / active EE | $5,359 | $6,519-17.8% | $5,680-5.6% | $6,710-20.1% |
| Admin fee / account holder | $3,654 | $16,150-77.4% | $13,210-72.3% | $11,403-68.0% |