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 | $104,105 | $127,065-18.1% | $113,168-8.0% | $142,382-26.9% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 23.74% | 24.03%-0.3pp | 24.27%-0.5pp | 217.08%-193.3pp |
| Employer contribution / active EE | $19,967 | $3,442+480.1% | $2,975+571.1% | $4,299+364.4% |
| Participant deferral / active EE | $8,435 | $5,716+47.6% | $5,107+65.2% | $6,507+29.6% |
| Admin fee / account holder | $4,559 | $15,736-71.0% | $12,068-62.2% | $12,624-63.9% |