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 8-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 | $107,556 | $114,381-6.0% | $107,5250% | $142,382-24.5% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 13.49% | 242.71%-229.2pp | 181.32%-167.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,884 | $4,015-28.2% | $3,754-23.2% | $4,299-32.9% |
| Participant deferral / active EE | $8,144 | $5,564+46.4% | $5,116+59.2% | $6,507+25.2% |
| Admin fee / account holder | $1,188 | $9,860-88.0% | $8,919-86.7% | $12,624-90.6% |