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 8-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 | $102,740 | $117,983-12.9% | $101,794+0.9% | $142,382-27.8% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 16.24% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $7,188 | $2,773+159.2% | $2,289+214.0% | $4,299+67.2% |
| Participant deferral / active EE | $7,892 | $4,714+67.4% | $4,084+93.2% | $6,507+21.3% |
| Admin fee / account holder | $871 | $10,433-91.6% | $8,777-90.1% | $12,624-93.1% |