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 | $130,717 | $106,584+22.6% | $101,326+29.0% | $142,382-8.2% |
| Participation rate | 90.0% | 82.7%+7.3pp | 81.5%+8.5pp | 80.1%+9.9pp |
| Annual return | 22.65% | 36.93%-14.3pp | 36.82%-14.2pp | 217.08%-194.4pp |
| Employer contribution / active EE | $6,354 | $3,956+60.6% | $3,665+73.4% | $4,299+47.8% |
| Participant deferral / active EE | $13,031 | $8,297+57.1% | $7,994+63.0% | $6,507+100.3% |
| Admin fee / account holder | $1,444 | $11,446-87.4% | $11,185-87.1% | $12,624-88.6% |