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 8-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 | $178,239 | $110,257+61.7% | $96,544+84.6% | $139,434+27.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.08% | 26.32%-15.2pp | 25.84%-14.8pp | 372.94%-361.9pp |
| Employer contribution / active EE | $1,666 | $3,620-54.0% | $2,965-43.8% | $4,751-64.9% |
| Participant deferral / active EE | $2,869 | $5,548-48.3% | $4,851-40.8% | $6,710-57.2% |
| Admin fee / account holder | $3,393 | $11,591-70.7% | $8,252-58.9% | $11,403-70.2% |