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 | $203,504 | $209,411-2.8% | $178,490+14.0% | $158,922+28.1% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 14.99% | 188.75%-173.8pp | 151.07%-136.1pp | 302.83%-287.8pp |
| Employer contribution / active EE | $15,938 | $5,706+179.3% | $5,011+218.1% | $4,761+234.8% |
| Participant deferral / active EE | $8,210 | $5,954+37.9% | $5,202+57.8% | $5,982+37.2% |
| Admin fee / account holder | $2,403 | $17,074-85.9% | $13,984-82.8% | $11,246-78.6% |