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 9-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 | $211,120 | $201,272+4.9% | $184,203+14.6% | $145,922+44.7% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 19.55% | 29.00%-9.5pp | 28.81%-9.3pp | 561.29%-541.7pp |
| Employer contribution / active EE | $17,294 | $7,022+146.3% | $6,427+169.1% | $4,660+271.2% |
| Participant deferral / active EE | $15,503 | $9,806+58.1% | $9,131+69.8% | $6,688+131.8% |
| Admin fee / account holder | $29,239 | $16,364+78.7% | $13,901+110.3% | $13,397+118.3% |