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 | $212,785 | $209,336+1.6% | $197,124+7.9% | $137,256+55.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 28.24% | 48.09%-19.8pp | 44.34%-16.1pp | 220.34%-192.1pp |
| Employer contribution / active EE | $17,146 | $6,591+160.1% | $6,227+175.3% | $4,156+312.5% |
| Participant deferral / active EE | $22,468 | $9,614+133.7% | $9,135+146.0% | $6,407+250.7% |
| Admin fee / account holder | $12,683 | $17,308-26.7% | $16,298-22.2% | $12,270+3.4% |