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 | $100,036 | $111,754-10.5% | $103,333-3.2% | $145,922-31.4% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 16.14% | 24.77%-8.6pp | 24.88%-8.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $3,875 | $4,212-8.0% | $3,868+0.2% | $4,660-16.8% |
| Participant deferral / active EE | $10,571 | $5,619+88.1% | $5,057+109.0% | $6,688+58.1% |
| Admin fee / account holder | $13,750 | $9,750+41.0% | $8,355+64.6% | $13,397+2.6% |