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 8-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 | $181,562 | $198,466-8.5% | $170,442+6.5% | $147,584+23.0% |
| Participation rate | 94.4% | 88.0%+6.5pp | 83.6%+10.8pp | 82.8%+11.6pp |
| Annual return | 10.58% | 257.29%-246.7pp | 205.93%-195.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $5,981 | $6,184-3.3% | $5,433+10.1% | $4,876+22.6% |
| Participant deferral / active EE | $4,817 | $5,629-14.4% | $4,939-2.5% | $5,439-11.4% |
| Admin fee / account holder | $1,034 | $16,852-93.9% | $13,880-92.6% | $10,885-90.5% |