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 | $91,705 | $89,753+2.2% | $107,525-14.7% | $84,808+8.1% |
| Participation rate | 82.4% | 68.1%+14.3pp | 75.1%+7.3pp | 68.3%+14.0pp |
| Annual return | 14.71% | 29.48%-14.8pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,800 | $3,113+22.1% | $3,754+1.2% | $2,631+44.4% |
| Participant deferral / active EE | $8,034 | $4,056+98.1% | $5,116+57.0% | $4,212+90.8% |
| Admin fee / account holder | $358 | $7,222-95.0% | $8,919-96.0% | $7,344-95.1% |