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 4-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 | $111,885 | $114,381-2.2% | $107,525+4.1% | $142,382-21.4% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 20.30% | 242.71%-222.4pp | 181.32%-161.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $13,615 | $4,015+239.1% | $3,754+262.7% | $4,299+216.7% |
| Participant deferral / active EE | $12,971 | $5,564+133.1% | $5,116+153.6% | $6,507+99.3% |
| Admin fee / account holder | $392 | $9,860-96.0% | $8,919-95.6% | $12,624-96.9% |