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 | $211,927 | $209,411+1.2% | $178,490+18.7% | $158,922+33.4% |
| Participation rate | 76.5% | 86.3%-9.9pp | 81.9%-5.5pp | 82.0%-5.5pp |
| Annual return | 17.08% | 188.75%-171.7pp | 151.07%-134.0pp | 302.83%-285.7pp |
| Employer contribution / active EE | $13,155 | $5,706+130.5% | $5,011+162.5% | $4,761+176.3% |
| Participant deferral / active EE | $8,068 | $5,954+35.5% | $5,202+55.1% | $5,982+34.9% |
| Admin fee / account holder | $13,097 | $17,074-23.3% | $13,984-6.3% | $11,246+16.5% |