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 5-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 | $214,699 | $209,336+2.6% | $197,124+8.9% | $137,256+56.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.01% | 48.09%-32.1pp | 44.34%-28.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,884 | $6,591-41.1% | $6,227-37.6% | $4,156-6.6% |
| Participant deferral / active EE | $9,598 | $9,614-0.2% | $9,135+5.1% | $6,407+49.8% |
| Admin fee / account holder | $5,276 | $17,308-69.5% | $16,298-67.6% | $12,270-57.0% |