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 | $201,872 | $201,259+0.3% | $184,200+9.6% | $145,959+38.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.03% | 28.98%-15.9pp | 28.80%-15.8pp | 561.95%-548.9pp |
| Employer contribution / active EE | $3,201 | $7,018-54.4% | $6,424-50.2% | $4,661-31.3% |
| Participant deferral / active EE | $21,719 | $9,806+121.5% | $9,132+137.8% | $6,689+224.7% |
| Admin fee / account holder | $11,805 | $16,372-27.9% | $13,907-15.1% | $13,398-11.9% |