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 | $91,328 | $178,174-48.7% | $156,181-41.5% | $137,256-33.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.73% | 84.19%-69.5pp | 64.87%-50.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $28,158 | $4,972+466.4% | $4,294+555.8% | $4,156+577.5% |
| Participant deferral / active EE | $9,047 | $6,888+31.4% | $6,132+47.5% | $6,407+41.2% |
| Admin fee / account holder | $13,656 | $17,404-21.5% | $14,586-6.4% | $12,270+11.3% |