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 | $212,285 | $214,378-1.0% | $200,582+5.8% | $142,382+49.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.59% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $25,210 | $6,841+268.5% | $6,419+292.7% | $4,299+486.4% |
| Participant deferral / active EE | $12,445 | $9,865+26.2% | $9,331+33.4% | $6,507+91.2% |
| Admin fee / account holder | $18,818 | $17,692+6.4% | $16,305+15.4% | $12,624+49.1% |