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 | $114,275 | $117,841-3.0% | $102,423+11.6% | $145,922-21.7% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 13.31% | 31.65%-18.3pp | 29.32%-16.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $5,385 | $3,615+49.0% | $3,023+78.1% | $4,660+15.6% |
| Participant deferral / active EE | $6,806 | $5,731+18.8% | $5,053+34.7% | $6,688+1.8% |
| Admin fee / account holder | $17,073 | $13,326+28.1% | $9,451+80.7% | $13,397+27.4% |