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 | $103,570 | $107,334-3.5% | $92,893+11.5% | $152,861-32.2% |
| Participation rate | 82.6% | 79.8%+2.8pp | 76.0%+6.6pp | 82.4%+0.2pp |
| Annual return | 13.75% | 145.58%-131.8pp | 109.41%-95.7pp | 345.32%-331.6pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,084 | $4,845-57.0% | $4,236-50.8% | $5,850-64.4% |
| Admin fee / account holder | $1,293 | $7,079-81.7% | $5,794-77.7% | $11,596-88.9% |