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 | $218,764 | $197,591+10.7% | $177,821+23.0% | $158,922+37.7% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 15.52% | 58.76%-43.2pp | 48.32%-32.8pp | 302.83%-287.3pp |
| Employer contribution / active EE | $25,946 | $6,697+287.4% | $5,918+338.4% | $4,761+444.9% |
| Participant deferral / active EE | $15,435 | $8,405+83.6% | $7,714+100.1% | $5,982+158.0% |
| Admin fee / account holder | $2,208 | $15,399-85.7% | $12,427-82.2% | $11,246-80.4% |