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 | $133,778 | $111,754+19.7% | $103,333+29.5% | $145,922-8.3% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 10.08% | 24.77%-14.7pp | 24.88%-14.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,374 | $4,212-19.9% | $3,868-12.8% | $4,660-27.6% |
| Participant deferral / active EE | $9,551 | $5,619+70.0% | $5,057+88.8% | $6,688+42.8% |
| Admin fee / account holder | $1,158 | $9,750-88.1% | $8,355-86.1% | $13,397-91.4% |