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 6-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 | $208,999 | $198,466+5.3% | $170,442+22.6% | $147,584+41.6% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 23.55% | 257.29%-233.7pp | 205.93%-182.4pp | 578.55%-555.0pp |
| Employer contribution / active EE | $4,239 | $6,184-31.4% | $5,433-22.0% | $4,876-13.1% |
| Participant deferral / active EE | $7,519 | $5,629+33.6% | $4,939+52.2% | $5,439+38.2% |
| Admin fee / account holder | $1,314 | $16,852-92.2% | $13,880-90.5% | $10,885-87.9% |