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 9-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 | $223,736 | $209,411+6.8% | $178,490+25.3% | $158,922+40.8% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 22.73% | 188.75%-166.0pp | 151.07%-128.3pp | 302.83%-280.1pp |
| Employer contribution / active EE | $2,508 | $5,706-56.0% | $5,011-49.9% | $4,761-47.3% |
| Participant deferral / active EE | $7,222 | $5,954+21.3% | $5,202+38.8% | $5,982+20.7% |
| Admin fee / account holder | $1,191 | $17,074-93.0% | $13,984-91.5% | $11,246-89.4% |