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 | $224,391 | $179,726+24.9% | $156,263+43.6% | $142,382+57.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 20.05% | 77.86%-57.8pp | 59.47%-39.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,312 | $5,069-54.4% | $4,333-46.7% | $4,299-46.2% |
| Participant deferral / active EE | $15,723 | $6,956+126.0% | $6,158+155.3% | $6,507+141.6% |
| Admin fee / account holder | $1,323 | $17,272-92.3% | $14,255-90.7% | $12,624-89.5% |