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 | $197,873 | $209,411-5.5% | $178,490+10.9% | $158,922+24.5% |
| Participation rate | 73.7% | 86.3%-12.7pp | 81.9%-8.2pp | 82.0%-8.3pp |
| Annual return | 16.51% | 188.75%-172.2pp | 151.07%-134.6pp | 302.83%-286.3pp |
| Employer contribution / active EE | $4,557 | $5,706-20.1% | $5,011-9.0% | $4,761-4.3% |
| Participant deferral / active EE | $6,080 | $5,954+2.1% | $5,202+16.9% | $5,982+1.6% |
| Admin fee / account holder | $12,192 | $17,074-28.6% | $13,984-12.8% | $11,246+8.4% |