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 | $116,478 | $114,381+1.8% | $107,525+8.3% | $142,382-18.2% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 16.13% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,788 | $4,015-55.5% | $3,754-52.4% | $4,299-58.4% |
| Participant deferral / active EE | $3,589 | $5,564-35.5% | $5,116-29.8% | $6,507-44.9% |
| Admin fee / account holder | $2,084 | $9,860-78.9% | $8,919-76.6% | $12,624-83.5% |