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 6-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 | $213,011 | $217,402-2.0% | $185,823+14.6% | $167,490+27.2% |
| Participation rate | 92.9% | 86.0%+6.8pp | 81.7%+11.2pp | 82.1%+10.8pp |
| Annual return | 14.91% | 148.36%-133.4pp | 122.05%-107.1pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,667 | $5,873-54.6% | $5,167-48.4% | $4,837-44.9% |
| Participant deferral / active EE | $7,067 | $6,356+11.2% | $5,568+26.9% | $6,341+11.4% |
| Admin fee / account holder | $397 | $19,811-98.0% | $16,237-97.6% | $12,309-96.8% |