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 8-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 | $119,767 | $217,402-44.9% | $185,823-35.5% | $167,490-28.5% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 14.38% | 148.36%-134.0pp | 122.05%-107.7pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,112 | $5,873-64.0% | $5,167-59.1% | $4,837-56.3% |
| Participant deferral / active EE | $6,963 | $6,356+9.5% | $5,568+25.1% | $6,341+9.8% |
| Admin fee / account holder | $1,421 | $19,811-92.8% | $16,237-91.2% | $12,309-88.5% |