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 9-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 | $110,083 | $94,338+16.7% | $100,534+9.5% | $142,382-22.7% |
| Participation rate | 77.8% | 81.7%-4.0pp | 80.6%-2.8pp | 80.1%-2.3pp |
| Annual return | 17.36% | 29.20%-11.8pp | 32.66%-15.3pp | 217.08%-199.7pp |
| Employer contribution / active EE | $8,247 | $4,237+94.6% | $4,346+89.7% | $4,299+91.8% |
| Participant deferral / active EE | $2,131 | $5,934-64.1% | $6,144-65.3% | $6,507-67.2% |
| Admin fee / account holder | $5,016 | $8,421-40.4% | $7,654-34.5% | $12,624-60.3% |