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 | $127,586 | $214,378-40.5% | $200,582-36.4% | $142,382-10.4% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.9%+5.4pp | 80.1%+12.2pp |
| Annual return | 23.39% | 46.41%-23.0pp | 42.33%-18.9pp | 217.08%-193.7pp |
| Employer contribution / active EE | $11,039 | $6,841+61.4% | $6,419+72.0% | $4,299+156.8% |
| Participant deferral / active EE | $14,770 | $9,865+49.7% | $9,331+58.3% | $6,507+127.0% |
| Admin fee / account holder | $1,991 | $17,692-88.7% | $16,305-87.8% | $12,624-84.2% |