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 | $77,364 | $197,591-60.8% | $177,821-56.5% | $158,922-51.3% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 31.39% | 58.76%-27.4pp | 48.32%-16.9pp | 302.83%-271.4pp |
| Employer contribution / active EE | $12,720 | $6,697+89.9% | $5,918+114.9% | $4,761+167.2% |
| Participant deferral / active EE | $17,425 | $8,405+107.3% | $7,714+125.9% | $5,982+191.3% |
| Admin fee / account holder | $756 | $15,399-95.1% | $12,427-93.9% | $11,246-93.3% |