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 | $215,764 | $209,411+3.0% | $178,490+20.9% | $158,922+35.8% |
| Participation rate | 93.3% | 86.3%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 17.08% | 188.75%-171.7pp | 151.07%-134.0pp | 302.83%-285.7pp |
| Employer contribution / active EE | $5,022 | $5,706-12.0% | $5,011+0.2% | $4,761+5.5% |
| Participant deferral / active EE | $2,536 | $5,954-57.4% | $5,202-51.2% | $5,982-57.6% |
| Admin fee / account holder | $1,908 | $17,074-88.8% | $13,984-86.4% | $11,246-83.0% |