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 | $110,577 | $106,584+3.7% | $101,326+9.1% | $142,382-22.3% |
| Participation rate | 95.7% | 82.7%+13.0pp | 81.5%+14.2pp | 80.1%+15.5pp |
| Annual return | 19.15% | 36.93%-17.8pp | 36.82%-17.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,299 | $3,956-16.6% | $3,665-10.0% | $4,299-23.3% |
| Participant deferral / active EE | $11,067 | $8,297+33.4% | $7,994+38.4% | $6,507+70.1% |
| Admin fee / account holder | $443 | $11,446-96.1% | $11,185-96.0% | $12,624-96.5% |