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 5-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 | $215,615 | $214,378+0.6% | $200,582+7.5% | $142,382+51.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 16.15% | 46.41%-30.3pp | 42.33%-26.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $20,353 | $6,841+197.5% | $6,419+217.1% | $4,299+373.4% |
| Participant deferral / active EE | $12,285 | $9,865+24.5% | $9,331+31.7% | $6,507+88.8% |
| Admin fee / account holder | $2,308 | $17,692-87.0% | $16,305-85.8% | $12,624-81.7% |