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 | $209,336+4.8% | $197,124+11.3% | $137,256+59.9% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 12.22% | 48.09%-35.9pp | 44.34%-32.1pp | 220.34%-208.1pp |
| Employer contribution / active EE | $6,286 | $6,591-4.6% | $6,227+0.9% | $4,156+51.3% |
| Participant deferral / active EE | $12,824 | $9,614+33.4% | $9,135+40.4% | $6,407+100.2% |
| Admin fee / account holder | $51,130 | $17,308+195.4% | $16,298+213.7% | $12,270+316.7% |