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 | $164,734 | $165,335-0.4% | $149,696+10.0% | $158,922+3.7% |
| Participation rate | 76.5% | 84.6%-8.1pp | 82.5%-6.0pp | 82.0%-5.5pp |
| Annual return | 18.34% | 348.15%-329.8pp | 276.60%-258.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $999 | $5,103-80.4% | $4,644-78.5% | $4,761-79.0% |
| Participant deferral / active EE | $7,562 | $7,181+5.3% | $6,842+10.5% | $5,982+26.4% |
| Admin fee / account holder | $337 | $10,807-96.9% | $9,309-96.4% | $11,246-97.0% |