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 | $216,286 | $214,378+0.9% | $200,582+7.8% | $142,382+51.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.87% | 46.41%-28.5pp | 42.33%-24.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $16,307 | $6,841+138.4% | $6,419+154.0% | $4,299+279.3% |
| Participant deferral / active EE | $14,740 | $9,865+49.4% | $9,331+58.0% | $6,507+126.5% |
| Admin fee / account holder | $1,196 | $17,692-93.2% | $16,305-92.7% | $12,624-90.5% |