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 3-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 | $131,665 | $114,381+15.1% | $107,525+22.5% | $142,382-7.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.88% | 242.71%-230.8pp | 181.32%-169.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,779 | $4,015-30.8% | $3,754-26.0% | $4,299-35.4% |
| Participant deferral / active EE | $9,790 | $5,564+75.9% | $5,116+91.4% | $6,507+50.5% |
| Admin fee / account holder | $1,112 | $9,860-88.7% | $8,919-87.5% | $12,624-91.2% |