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 10-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 | $187,149 | $209,336-10.6% | $197,124-5.1% | $137,256+36.4% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 15.57% | 48.09%-32.5pp | 44.34%-28.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $18,910 | $6,591+186.9% | $6,227+203.7% | $4,156+355.0% |
| Participant deferral / active EE | $15,668 | $9,614+63.0% | $9,135+71.5% | $6,407+144.6% |
| Admin fee / account holder | $135,563 | $17,308+683.3% | $16,298+731.8% | $12,270+1004.8% |