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 | $161,820 | $124,425+30.1% | $112,040+44.4% | $137,256+17.9% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 11.73% | 24.72%-13.0pp | 24.52%-12.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $2,616 | $3,411-23.3% | $2,954-11.4% | $4,156-37.1% |
| Participant deferral / active EE | $6,711 | $5,718+17.4% | $5,098+31.6% | $6,407+4.7% |
| Admin fee / account holder | $12,908 | $15,207-15.1% | $12,098+6.7% | $12,270+5.2% |