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 | $98,982 | $104,974-5.7% | $95,585+3.6% | $142,382-30.5% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 14.47% | 210.33%-195.9pp | 38.56%-24.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $899 | $2,779-67.7% | $2,527-64.4% | $4,299-79.1% |
| Participant deferral / active EE | $4,594 | $4,352+5.6% | $4,023+14.2% | $6,507-29.4% |
| Admin fee / account holder | $4,138 | $6,386-35.2% | $6,127-32.5% | $12,624-67.2% |