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 8-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 | $189,639 | $209,832-9.6% | $189,513+0.1% | $167,490+13.2% |
| Participation rate | 90.9% | 88.7%+2.2pp | 87.8%+3.1pp | 82.1%+8.8pp |
| Annual return | 12.99% | 748.27%-735.3pp | 555.15%-542.2pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,318 | $6,914-66.5% | $6,162-62.4% | $4,837-52.1% |
| Participant deferral / active EE | $4,220 | $8,935-52.8% | $8,221-48.7% | $6,341-33.5% |
| Admin fee / account holder | $14,197 | $14,293-0.7% | $12,045+17.9% | $12,309+15.3% |