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 8-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 | $127,287 | $114,381+11.3% | $107,525+18.4% | $142,382-10.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.73% | 242.71%-229.0pp | 181.32%-167.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,056 | $4,015-73.7% | $3,754-71.9% | $4,299-75.4% |
| Participant deferral / active EE | $5,509 | $5,564-1.0% | $5,116+7.7% | $6,507-15.3% |
| Admin fee / account holder | $7,981 | $9,860-19.1% | $8,919-10.5% | $12,624-36.8% |