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 7-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 | $103,949 | $113,339-8.3% | $94,993+9.4% | $147,584-29.6% |
| Participation rate | 95.8% | 78.0%+17.9pp | 73.9%+21.9pp | 82.8%+13.0pp |
| Annual return | 22.48% | 20.77%+1.7pp | 27.12%-4.6pp | 578.55%-556.1pp |
| Employer contribution / active EE | $4,167 | $3,160+31.8% | $2,603+60.0% | $4,876-14.6% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $19,557 | $6,063+222.6% | $4,960+294.3% | $10,885+79.7% |