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 | $104,586 | $92,798+12.7% | $96,707+8.1% | $137,256-23.8% |
| Participation rate | 93.8% | 81.6%+12.1pp | 80.4%+13.4pp | 80.0%+13.8pp |
| Annual return | 26.71% | 31.24%-4.5pp | 34.78%-8.1pp | 220.34%-193.6pp |
| Employer contribution / active EE | $5,401 | $4,147+30.2% | $4,191+28.9% | $4,156+29.9% |
| Participant deferral / active EE | $11,285 | $5,877+92.0% | $5,997+88.2% | $6,407+76.1% |
| Admin fee / account holder | $867 | $7,946-89.1% | $7,503-88.4% | $12,270-92.9% |