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 6-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 | $95,360 | $124,281-23.3% | $109,143-12.6% | $167,490-43.1% |
| Participation rate | 86.7% | 79.4%+7.2pp | 75.9%+10.8pp | 82.1%+4.6pp |
| Annual return | 13.34% | 26.04%-12.7pp | 25.75%-12.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $9,562 | $4,207+127.3% | $3,722+156.9% | $4,837+97.7% |
| Participant deferral / active EE | $5,258 | $5,255+0.1% | $4,653+13.0% | $6,341-17.1% |
| Admin fee / account holder | $1,502 | $7,970-81.2% | $6,752-77.8% | $12,309-87.8% |