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 | $203,592 | $172,111+18.3% | $150,298+35.5% | $137,256+48.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.76% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $5,119 | $4,636+10.4% | $4,154+23.2% | $4,156+23.2% |
| Participant deferral / active EE | $4,598 | $6,166-25.4% | $5,453-15.7% | $6,407-28.2% |
| Admin fee / account holder | $9,181 | $16,471-44.3% | $14,116-35.0% | $12,270-25.2% |