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 | $219,410 | $214,378+2.3% | $200,582+9.4% | $142,382+54.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 12.22% | 46.41%-34.2pp | 42.33%-30.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $6,286 | $6,841-8.1% | $6,419-2.1% | $4,299+46.2% |
| Participant deferral / active EE | $12,824 | $9,865+30.0% | $9,331+37.4% | $6,507+97.1% |
| Admin fee / account holder | $51,130 | $17,692+189.0% | $16,305+213.6% | $12,624+305.0% |