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 | $78,942 | $72,277+9.2% | $101,248-22.0% | $79,858-1.1% |
| Participation rate | 93.3% | 68.5%+24.9pp | 75.8%+17.5pp | 69.6%+23.7pp |
| Annual return | 11.54% | 22.30%-10.8pp | 46.47%-34.9pp | 31.71%-20.2pp |
| Employer contribution / active EE | $14,842 | $2,692+451.4% | $3,660+305.6% | $2,471+500.7% |
| Participant deferral / active EE | $1,951 | $3,282-40.6% | $4,370-55.4% | $3,740-47.8% |
| Admin fee / account holder | $7,858 | $4,400+78.6% | $5,945+32.2% | $5,306+48.1% |