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 4-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 | $219,151 | $159,602+37.3% | $150,045+46.1% | $142,382+53.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 17.60% | 70.24%-52.6pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $6,737 | $4,961+35.8% | $4,693+43.5% | $4,299+56.7% |
| Participant deferral / active EE | $16,155 | $8,310+94.4% | $7,997+102.0% | $6,507+148.3% |
| Admin fee / account holder | $1,924 | $14,846-87.0% | $13,435-85.7% | $12,624-84.8% |