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 | $108,722 | $117,841-7.7% | $102,423+6.1% | $145,922-25.5% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 56.57% | 31.65%+24.9pp | 29.32%+27.3pp | 561.29%-504.7pp |
| Employer contribution / active EE | $3,409 | $3,615-5.7% | $3,023+12.8% | $4,660-26.8% |
| Participant deferral / active EE | $5,559 | $5,731-3.0% | $5,053+10.0% | $6,688-16.9% |
| Admin fee / account holder | $459 | $13,326-96.6% | $9,451-95.1% | $13,397-96.6% |