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 3-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 | $193,324 | $177,572+8.9% | $154,803+24.9% | $142,382+35.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.91% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $5,715 | $4,810+18.8% | $4,305+32.7% | $4,299+32.9% |
| Participant deferral / active EE | $12,550 | $6,272+100.1% | $5,540+126.5% | $6,507+92.9% |
| Admin fee / account holder | $11,157 | $16,786-33.5% | $14,329-22.1% | $12,624-11.6% |