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 4-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 | $116,215 | $114,381+1.6% | $107,525+8.1% | $142,382-18.4% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 15.04% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $10,163 | $4,015+153.1% | $3,754+170.8% | $4,299+136.4% |
| Participant deferral / active EE | $5,994 | $5,564+7.7% | $5,116+17.2% | $6,507-7.9% |
| Admin fee / account holder | $5,749 | $9,860-41.7% | $8,919-35.5% | $12,624-54.5% |