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 5-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 | $94,788 | $176,056-46.2% | $159,436-40.5% | $167,490-43.4% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 14.81% | 331.75%-316.9pp | 263.57%-248.8pp | 478.56%-463.7pp |
| Employer contribution / active EE | $4,886 | $5,297-7.8% | $4,829+1.2% | $4,837+1.0% |
| Participant deferral / active EE | $10,285 | $7,750+32.7% | $7,352+39.9% | $6,341+62.2% |
| Admin fee / account holder | $2,808 | $12,554-77.6% | $10,799-74.0% | $12,309-77.2% |