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 | $202,106 | $209,411-3.5% | $178,490+13.2% | $158,922+27.2% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 19.89% | 188.75%-168.9pp | 151.07%-131.2pp | 302.83%-282.9pp |
| Employer contribution / active EE | $6,859 | $5,706+20.2% | $5,011+36.9% | $4,761+44.1% |
| Participant deferral / active EE | $6,375 | $5,954+7.1% | $5,202+22.6% | $5,982+6.6% |
| Admin fee / account holder | $2,169 | $17,074-87.3% | $13,984-84.5% | $11,246-80.7% |