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 | $217,222 | $209,411+3.7% | $178,490+21.7% | $158,922+36.7% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 6.33% | 188.75%-182.4pp | 151.07%-144.7pp | 302.83%-296.5pp |
| Employer contribution / active EE | $2,118 | $5,706-62.9% | $5,011-57.7% | $4,761-55.5% |
| Participant deferral / active EE | $7,828 | $5,954+31.5% | $5,202+50.5% | $5,982+30.8% |
| Admin fee / account holder | $944 | $17,074-94.5% | $13,984-93.2% | $11,246-91.6% |