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 | $202,892 | $214,378-5.4% | $200,582+1.2% | $142,382+42.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.73% | 46.41%-28.7pp | 42.33%-24.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $7,246 | $6,841+5.9% | $6,419+12.9% | $4,299+68.5% |
| Participant deferral / active EE | $15,316 | $9,865+55.3% | $9,331+64.1% | $6,507+135.4% |
| Admin fee / account holder | $12,917 | $17,692-27.0% | $16,305-20.8% | $12,624+2.3% |