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 | $106,291 | $105,630+0.6% | $87,507+21.5% | $273,961-61.2% |
| Participation rate | 94.4% | 78.2%+16.2pp | 73.8%+20.6pp | 83.0%+11.4pp |
| Annual return | 4.01% | 12.25%-8.2pp | 12.21%-8.2pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,897 | $3,141-39.6% | $2,550-25.6% | $4,869-61.0% |
| Participant deferral / active EE | $3,695 | $3,601+2.6% | $3,149+17.4% | $5,287-30.1% |
| Admin fee / account holder | $392 | $4,781-91.8% | $4,221-90.7% | $10,132-96.1% |