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 | $209,862 | $209,411+0.2% | $178,490+17.6% | $158,922+32.1% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 13.90% | 188.75%-174.8pp | 151.07%-137.2pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,528 | $5,706-55.7% | $5,011-49.6% | $4,761-46.9% |
| Participant deferral / active EE | $6,340 | $5,954+6.5% | $5,202+21.9% | $5,982+6.0% |
| Admin fee / account holder | $1,386 | $17,074-91.9% | $13,984-90.1% | $11,246-87.7% |