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 | $212,683 | $214,378-0.8% | $200,582+6.0% | $142,382+49.4% |
| Participation rate | 95.8% | 87.4%+8.4pp | 86.9%+8.9pp | 80.1%+15.7pp |
| Annual return | 16.03% | 46.41%-30.4pp | 42.33%-26.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $6,773 | $6,841-1.0% | $6,419+5.5% | $4,299+57.5% |
| Participant deferral / active EE | $16,997 | $9,865+72.3% | $9,331+82.2% | $6,507+161.2% |
| Admin fee / account holder | $20,967 | $17,692+18.5% | $16,305+28.6% | $12,624+66.1% |