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 4-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 | $209,832 | $214,378-2.1% | $200,582+4.6% | $142,382+47.4% |
| Participation rate | 84.2% | 87.4%-3.2pp | 86.9%-2.7pp | 80.1%+4.1pp |
| Annual return | 16.94% | 46.41%-29.5pp | 42.33%-25.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $14,518 | $6,841+112.2% | $6,419+126.2% | $4,299+237.7% |
| Participant deferral / active EE | $9,595 | $9,865-2.7% | $9,331+2.8% | $6,507+47.4% |
| Admin fee / account holder | $9,447 | $17,692-46.6% | $16,305-42.1% | $12,624-25.2% |