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 8-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 | $124,269 | $111,754+11.2% | $103,333+20.3% | $145,922-14.8% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 18.31% | 24.77%-6.5pp | 24.88%-6.6pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,906 | $4,212-31.0% | $3,868-24.9% | $4,660-37.6% |
| Participant deferral / active EE | $12,546 | $5,619+123.3% | $5,057+148.1% | $6,688+87.6% |
| Admin fee / account holder | $1,657 | $9,750-83.0% | $8,355-80.2% | $13,397-87.6% |