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 7-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 | $230,803 | $214,378+7.7% | $200,582+15.1% | $142,382+62.1% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 40.09% | 46.41%-6.3pp | 42.33%-2.2pp | 217.08%-177.0pp |
| Employer contribution / active EE | $8,215 | $6,841+20.1% | $6,419+28.0% | $4,299+91.1% |
| Participant deferral / active EE | $16,871 | $9,865+71.0% | $9,331+80.8% | $6,507+159.3% |
| Admin fee / account holder | $2,197 | $17,692-87.6% | $16,305-86.5% | $12,624-82.6% |