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 | $117,720 | $104,974+12.1% | $95,585+23.2% | $142,382-17.3% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 13.67% | 210.33%-196.7pp | 38.56%-24.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $7,182 | $2,779+158.5% | $2,527+184.3% | $4,299+67.1% |
| Participant deferral / active EE | $7,351 | $4,352+68.9% | $4,023+82.7% | $6,507+13.0% |
| Admin fee / account holder | $608 | $6,386-90.5% | $6,127-90.1% | $12,624-95.2% |