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 | $92,216 | $87,733+5.1% | $106,548-13.5% | $85,850+7.4% |
| Participation rate | 88.6% | 71.9%+16.7pp | 76.1%+12.5pp | 69.3%+19.3pp |
| Annual return | 20.88% | 21.86%-1.0pp | 26.80%-5.9pp | 318.53%-297.7pp |
| Employer contribution / active EE | $2,601 | $2,073+25.5% | $2,819-7.7% | $2,565+1.4% |
| Participant deferral / active EE | $6,160 | $3,469+77.6% | $4,398+40.1% | $3,952+55.9% |
| Admin fee / account holder | $24,679 | $6,767+264.7% | $7,407+233.2% | $6,260+294.2% |