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 | $75,681 | $148,534-49.0% | $135,903-44.3% | $139,434-45.7% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.2pp |
| Annual return | 21.37% | 79.19%-57.8pp | 68.23%-46.9pp | 372.94%-351.6pp |
| Employer contribution / active EE | $10,701 | $5,243+104.1% | $4,856+120.4% | $4,751+125.2% |
| Participant deferral / active EE | $4,875 | $8,100-39.8% | $7,758-37.2% | $6,710-27.3% |
| Admin fee / account holder | $1,290 | $12,400-89.6% | $10,762-88.0% | $11,403-88.7% |