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 | $75,267 | $72,071+4.4% | $68,368+10.1% | $137,256-45.2% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 18.99% | 353.14%-334.2pp | 292.57%-273.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,653 | $2,788-4.8% | $2,649+0.2% | $4,156-36.2% |
| Participant deferral / active EE | $5,473 | $4,410+24.1% | $4,123+32.8% | $6,407-14.6% |
| Admin fee / account holder | $725 | $5,336-86.4% | $5,150-85.9% | $12,270-94.1% |