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 | $211,131 | $201,272+4.9% | $184,203+14.6% | $145,922+44.7% |
| Participation rate | 73.9% | 87.5%-13.6pp | 86.8%-12.9pp | 80.3%-6.4pp |
| Annual return | 13.12% | 29.00%-15.9pp | 28.81%-15.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,600 | $7,022-63.0% | $6,427-59.5% | $4,660-44.2% |
| Participant deferral / active EE | $9,246 | $9,806-5.7% | $9,131+1.3% | $6,688+38.3% |
| Admin fee / account holder | $53,586 | $16,364+227.5% | $13,901+285.5% | $13,397+300.0% |