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 | $73,111 | $201,272-63.7% | $184,203-60.3% | $145,922-49.9% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.2pp |
| Annual return | 14.94% | 29.00%-14.1pp | 28.81%-13.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $8,866 | $7,022+26.3% | $6,427+37.9% | $4,660+90.3% |
| Participant deferral / active EE | $12,313 | $9,806+25.6% | $9,131+34.8% | $6,688+84.1% |
| Admin fee / account holder | $14,492 | $16,364-11.4% | $13,901+4.3% | $13,397+8.2% |