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 7-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 | $205,956 | $183,519+12.2% | $155,509+32.4% | $145,922+41.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 16.00% | 61.17%-45.2pp | 64.67%-48.7pp | 561.29%-545.3pp |
| Employer contribution / active EE | $26,868 | $5,313+405.7% | $4,672+475.0% | $4,660+476.6% |
| Participant deferral / active EE | $7,964 | $6,462+23.2% | $5,626+41.5% | $6,688+19.1% |
| Admin fee / account holder | $1,222 | $19,313-93.7% | $15,912-92.3% | $13,397-90.9% |