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 | $111,482 | $74,888+48.9% | $71,209+56.6% | $142,382-21.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 17.60% | 345.14%-327.5pp | 282.51%-264.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,171 | $2,854+11.1% | $2,721+16.5% | $4,299-26.2% |
| Participant deferral / active EE | $3,461 | $4,454-22.3% | $4,175-17.1% | $6,507-46.8% |
| Admin fee / account holder | $3,455 | $5,568-38.0% | $5,349-35.4% | $12,624-72.6% |