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 | $93,287 | $124,425-25.0% | $112,040-16.7% | $137,256-32.0% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 20.57% | 24.72%-4.1pp | 24.52%-3.9pp | 220.34%-199.8pp |
| Employer contribution / active EE | $6,802 | $3,411+99.4% | $2,954+130.3% | $4,156+63.7% |
| Participant deferral / active EE | $12,208 | $5,718+113.5% | $5,098+139.5% | $6,407+90.6% |
| Admin fee / account holder | $412 | $15,207-97.3% | $12,098-96.6% | $12,270-96.6% |