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 | $107,292 | $127,065-15.6% | $113,168-5.2% | $142,382-24.6% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 18.48% | 24.03%-5.6pp | 24.27%-5.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $7,197 | $3,442+109.1% | $2,975+141.9% | $4,299+67.4% |
| Participant deferral / active EE | $12,351 | $5,716+116.1% | $5,107+141.9% | $6,507+89.8% |
| Admin fee / account holder | $3,015 | $15,736-80.8% | $12,068-75.0% | $12,624-76.1% |