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 | $189,040 | $177,572+6.5% | $154,803+22.1% | $142,382+32.8% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 17.11% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $10,148 | $4,810+111.0% | $4,305+135.7% | $4,299+136.0% |
| Participant deferral / active EE | $8,051 | $6,272+28.4% | $5,540+45.3% | $6,507+23.7% |
| Admin fee / account holder | $4,458 | $16,786-73.4% | $14,329-68.9% | $12,624-64.7% |