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 10-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 | $214,872 | $209,411+2.6% | $178,490+20.4% | $158,922+35.2% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 14.69% | 188.75%-174.1pp | 151.07%-136.4pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,201 | $5,706-61.4% | $5,011-56.1% | $4,761-53.8% |
| Participant deferral / active EE | $5,380 | $5,954-9.7% | $5,202+3.4% | $5,982-10.1% |
| Admin fee / account holder | $1,151 | $17,074-93.3% | $13,984-91.8% | $11,246-89.8% |