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 | $105,908 | $106,584-0.6% | $101,326+4.5% | $142,382-25.6% |
| Participation rate | 72.2% | 82.7%-10.5pp | 81.5%-9.3pp | 80.1%-7.9pp |
| Annual return | 14.94% | 36.93%-22.0pp | 36.82%-21.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $747 | $3,956-81.1% | $3,665-79.6% | $4,299-82.6% |
| Participant deferral / active EE | $4,958 | $8,297-40.2% | $7,994-38.0% | $6,507-23.8% |
| Admin fee / account holder | $20,623 | $11,446+80.2% | $11,185+84.4% | $12,624+63.4% |