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 | $107,862 | $112,729-4.3% | $98,716+9.3% | $137,256-21.4% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.3%+22.4pp | 80.0%+11.7pp |
| Annual return | 19.87% | 38.48%-18.6pp | 31.81%-11.9pp | 220.34%-200.5pp |
| Employer contribution / active EE | $4,765 | $2,725+74.8% | $2,279+109.1% | $4,156+14.6% |
| Participant deferral / active EE | $8,901 | $4,640+91.8% | $4,048+119.9% | $6,407+38.9% |
| Admin fee / account holder | $708 | $10,129-93.0% | $8,703-91.9% | $12,270-94.2% |