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 10-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 | $206,950 | $214,378-3.5% | $200,582+3.2% | $142,382+45.3% |
| Participation rate | 76.2% | 87.4%-11.2pp | 86.9%-10.7pp | 80.1%-3.9pp |
| Annual return | 14.69% | 46.41%-31.7pp | 42.33%-27.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,287 | $6,841-51.9% | $6,419-48.8% | $4,299-23.5% |
| Participant deferral / active EE | $8,411 | $9,865-14.7% | $9,331-9.9% | $6,507+29.3% |
| Admin fee / account holder | $13,426 | $17,692-24.1% | $16,305-17.7% | $12,624+6.4% |