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 | $95,127 | $177,572-46.4% | $154,803-38.5% | $142,382-33.2% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 20.12% | 65.07%-45.0pp | 58.88%-38.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $5,769 | $4,810+19.9% | $4,305+34.0% | $4,299+34.2% |
| Participant deferral / active EE | $16,663 | $6,272+165.7% | $5,540+200.7% | $6,507+156.1% |
| Admin fee / account holder | $1,125 | $16,786-93.3% | $14,329-92.1% | $12,624-91.1% |