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 6-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 | $212,466 | $197,591+7.5% | $177,821+19.5% | $158,922+33.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.46% | 58.76%-44.3pp | 48.32%-33.9pp | 302.83%-288.4pp |
| Employer contribution / active EE | $3,021 | $6,697-54.9% | $5,918-49.0% | $4,761-36.5% |
| Participant deferral / active EE | $9,750 | $8,405+16.0% | $7,714+26.4% | $5,982+63.0% |
| Admin fee / account holder | $660 | $15,399-95.7% | $12,427-94.7% | $11,246-94.1% |