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 | $105,347 | $106,584-1.2% | $101,326+4.0% | $142,382-26.0% |
| Participation rate | 95.2% | 82.7%+12.5pp | 81.5%+13.7pp | 80.1%+15.1pp |
| Annual return | 18.20% | 36.93%-18.7pp | 36.82%-18.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $11,944 | $3,956+201.9% | $3,665+225.9% | $4,299+177.8% |
| Participant deferral / active EE | $25,761 | $8,297+210.5% | $7,994+222.3% | $6,507+295.9% |
| Admin fee / account holder | $17,436 | $11,446+52.3% | $11,185+55.9% | $12,624+38.1% |