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 6-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 | $109,398 | $117,841-7.2% | $102,423+6.8% | $145,922-25.0% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+8.0pp |
| Annual return | 9.14% | 31.65%-22.5pp | 29.32%-20.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $12,405 | $3,615+243.2% | $3,023+310.3% | $4,660+166.2% |
| Participant deferral / active EE | $8,798 | $5,731+53.5% | $5,053+74.1% | $6,688+31.6% |
| Admin fee / account holder | $330 | $13,326-97.5% | $9,451-96.5% | $13,397-97.5% |