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 6-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 | $59,227 | $106,584-44.4% | $101,326-41.5% | $142,382-58.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 81.5%+8.5pp | 80.1%+9.9pp |
| Annual return | 36.86% | 36.93%-0.1pp | 36.82%0pp | 217.08%-180.2pp |
| Employer contribution / active EE | $6,969 | $3,956+76.2% | $3,665+90.1% | $4,299+62.1% |
| Participant deferral / active EE | $10,043 | $8,297+21.0% | $7,994+25.6% | $6,507+54.3% |
| Admin fee / account holder | $1,543 | $11,446-86.5% | $11,185-86.2% | $12,624-87.8% |