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 7-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 | $68,817 | $214,378-67.9% | $200,582-65.7% | $142,382-51.7% |
| Participation rate | 91.3% | 87.4%+3.9pp | 86.9%+4.4pp | 80.1%+11.2pp |
| Annual return | 14.33% | 46.41%-32.1pp | 42.33%-28.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $7,024 | $6,841+2.7% | $6,419+9.4% | $4,299+63.4% |
| Participant deferral / active EE | $29,633 | $9,865+200.4% | $9,331+217.6% | $6,507+355.4% |
| Admin fee / account holder | $40,705 | $17,692+130.1% | $16,305+149.7% | $12,624+222.4% |