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 3-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 | $196,669 | $209,336-6.1% | $197,124-0.2% | $137,256+43.3% |
| Participation rate | 93.3% | 87.3%+6.0pp | 86.7%+6.6pp | 80.0%+13.4pp |
| Annual return | 18.51% | 48.09%-29.6pp | 44.34%-25.8pp | 220.34%-201.8pp |
| Employer contribution / active EE | $7,384 | $6,591+12.0% | $6,227+18.6% | $4,156+77.7% |
| Participant deferral / active EE | $16,789 | $9,614+74.6% | $9,135+83.8% | $6,407+162.0% |
| Admin fee / account holder | $1,960 | $17,308-88.7% | $16,298-88.0% | $12,270-84.0% |