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 | $88,322 | $87,733+0.7% | $106,548-17.1% | $85,850+2.9% |
| Participation rate | 93.5% | 71.9%+21.6pp | 76.1%+17.4pp | 69.3%+24.2pp |
| Annual return | 12.71% | 21.86%-9.1pp | 26.80%-14.1pp | 318.53%-305.8pp |
| Employer contribution / active EE | $807 | $2,073-61.1% | $2,819-71.4% | $2,565-68.5% |
| Participant deferral / active EE | $7,903 | $3,469+127.8% | $4,398+79.7% | $3,952+100.0% |
| Admin fee / account holder | $8,061 | $6,767+19.1% | $7,407+8.8% | $6,260+28.8% |