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 | $183,487 | $175,202+4.7% | $149,673+22.6% | $139,434+31.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 14.94% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $3,069 | $5,474-43.9% | $4,818-36.3% | $4,751-35.4% |
| Participant deferral / active EE | $8,815 | $6,519+35.2% | $5,680+55.2% | $6,710+31.4% |
| Admin fee / account holder | $42,275 | $16,150+161.8% | $13,210+220.0% | $11,403+270.7% |