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 | $131,231 | $114,381+14.7% | $107,525+22.0% | $142,382-7.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.02% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $4,209 | $4,015+4.8% | $3,754+12.1% | $4,299-2.1% |
| Participant deferral / active EE | $8,543 | $5,564+53.5% | $5,116+67.0% | $6,507+31.3% |
| Admin fee / account holder | $1,362 | $9,860-86.2% | $8,919-84.7% | $12,624-89.2% |