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 | $135,246 | $179,726-24.7% | $156,263-13.4% | $142,382-5.0% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 11.63% | 77.86%-66.2pp | 59.47%-47.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,979 | $5,069-41.2% | $4,333-31.2% | $4,299-30.7% |
| Participant deferral / active EE | $6,244 | $6,956-10.2% | $6,158+1.4% | $6,507-4.0% |
| Admin fee / account holder | $48,384 | $17,272+180.1% | $14,255+239.4% | $12,624+283.3% |