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 | $211,855 | $209,411+1.2% | $178,490+18.7% | $158,922+33.3% |
| Participation rate | 81.3% | 86.3%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | 13.40% | 188.75%-175.4pp | 151.07%-137.7pp | 302.83%-289.4pp |
| Employer contribution / active EE | $3,563 | $5,706-37.6% | $5,011-28.9% | $4,761-25.2% |
| Participant deferral / active EE | $8,690 | $5,954+45.9% | $5,202+67.1% | $5,982+45.3% |
| Admin fee / account holder | $1,629 | $17,074-90.5% | $13,984-88.3% | $11,246-85.5% |