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 | $102,893 | $84,936+21.1% | $111,297-7.6% | $79,386+29.6% |
| Participation rate | 91.5% | 75.9%+15.6pp | 77.3%+14.1pp | 70.7%+20.7pp |
| Annual return | 14.21% | 17.45%-3.2pp | 54.65%-40.4pp | 116.85%-102.6pp |
| Employer contribution / active EE | $2,948 | $1,979+48.9% | $2,731+7.9% | $2,427+21.4% |
| Participant deferral / active EE | $5,656 | $3,888+45.5% | $4,487+26.1% | $4,046+39.8% |
| Admin fee / account holder | $2,459 | $537+357.7% | $7,964-69.1% | $626+292.5% |