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 5-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 | $206,282 | $210,648-2.1% | $177,989+15.9% | $145,922+41.4% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 9.10% | 385.86%-376.8pp | 294.48%-285.4pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,714 | $4,565-40.5% | $3,949-31.3% | $4,660-41.8% |
| Participant deferral / active EE | $7,223 | $6,958+3.8% | $6,276+15.1% | $6,688+8.0% |
| Admin fee / account holder | $2,300 | $12,013-80.9% | $10,363-77.8% | $13,397-82.8% |