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 | $107,582 | $165,335-34.9% | $149,696-28.1% | $158,922-32.3% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 17.88% | 348.15%-330.3pp | 276.60%-258.7pp | 302.83%-285.0pp |
| Employer contribution / active EE | $4,044 | $5,103-20.8% | $4,644-12.9% | $4,761-15.1% |
| Participant deferral / active EE | $8,463 | $7,181+17.8% | $6,842+23.7% | $5,982+41.5% |
| Admin fee / account holder | $415 | $10,807-96.2% | $9,309-95.5% | $11,246-96.3% |