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 6-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 | $100,211 | $214,378-53.3% | $200,582-50.0% | $142,382-29.6% |
| Participation rate | 95.0% | 87.4%+7.6pp | 86.9%+8.1pp | 80.1%+14.9pp |
| Annual return | 20.52% | 46.41%-25.9pp | 42.33%-21.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $16,464 | $9,865+66.9% | $9,331+76.4% | $6,507+153.0% |
| Admin fee / account holder | $596 | $17,692-96.6% | $16,305-96.3% | $12,624-95.3% |