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 4-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 | $100,999 | $172,111-41.3% | $150,298-32.8% | $137,256-26.4% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 19.37% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $8,839 | $4,636+90.7% | $4,154+112.8% | $4,156+112.7% |
| Participant deferral / active EE | $9,176 | $6,166+48.8% | $5,453+68.3% | $6,407+43.2% |
| Admin fee / account holder | $1,700 | $16,471-89.7% | $14,116-88.0% | $12,270-86.1% |