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 | $211,136 | $217,402-2.9% | $185,823+13.6% | $167,490+26.1% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 10.50% | 148.36%-137.9pp | 122.05%-111.5pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,534 | $5,873-73.9% | $5,167-70.3% | $4,837-68.3% |
| Participant deferral / active EE | $9,954 | $6,356+56.6% | $5,568+78.8% | $6,341+57.0% |
| Admin fee / account holder | $18,167 | $19,811-8.3% | $16,237+11.9% | $12,309+47.6% |