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 | $201,373 | $209,832-4.0% | $189,513+6.3% | $167,490+20.2% |
| Participation rate | 93.8% | 88.7%+5.1pp | 87.8%+5.9pp | 82.1%+11.6pp |
| Annual return | 16.59% | 748.27%-731.7pp | 555.15%-538.6pp | 478.56%-462.0pp |
| Employer contribution / active EE | $3,744 | $6,914-45.8% | $6,162-39.2% | $4,837-22.6% |
| Participant deferral / active EE | $11,664 | $8,935+30.5% | $8,221+41.9% | $6,341+83.9% |
| Admin fee / account holder | $1,409 | $14,293-90.1% | $12,045-88.3% | $12,309-88.6% |