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 | $85,065 | $86,286-1.4% | $111,297-23.6% | $85,850-0.9% |
| Participation rate | 71.7% | 73.3%-1.6pp | 77.3%-5.6pp | 69.3%+2.4pp |
| Annual return | 21.67% | 19.99%+1.7pp | 54.65%-33.0pp | 318.53%-296.9pp |
| Employer contribution / active EE | $571 | $2,043-72.0% | $2,731-79.1% | $2,565-77.7% |
| Participant deferral / active EE | $2,669 | $3,641-26.7% | $4,487-40.5% | $3,952-32.5% |
| Admin fee / account holder | $10,991 | $8,188+34.2% | $7,964+38.0% | $6,260+75.6% |