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 | $214,055 | $209,411+2.2% | $178,490+19.9% | $158,922+34.7% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 6.58% | 188.75%-182.2pp | 151.07%-144.5pp | 302.83%-296.2pp |
| Employer contribution / active EE | $5,567 | $5,706-2.4% | $5,011+11.1% | $4,761+16.9% |
| Participant deferral / active EE | $6,437 | $5,954+8.1% | $5,202+23.8% | $5,982+7.6% |
| Admin fee / account holder | $5,730 | $17,074-66.4% | $13,984-59.0% | $11,246-49.0% |