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 | $233,575 | $214,378+9.0% | $200,582+16.4% | $142,382+64.0% |
| Participation rate | 86.4% | 87.4%-1.1pp | 86.9%-0.5pp | 80.1%+6.2pp |
| Annual return | 15.65% | 46.41%-30.8pp | 42.33%-26.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $8,254 | $6,841+20.6% | $6,419+28.6% | $4,299+92.0% |
| Participant deferral / active EE | $21,003 | $9,865+112.9% | $9,331+125.1% | $6,507+222.8% |
| Admin fee / account holder | $2,629 | $17,692-85.1% | $16,305-83.9% | $12,624-79.2% |