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 6-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 | $241,684 | $100,773+139.8% | $88,946+171.7% | $142,382+69.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.28% | 70.18%-52.9pp | 57.82%-40.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,480 | $2,918+19.3% | $2,555+36.2% | $4,299-19.1% |
| Participant deferral / active EE | $30,959 | $5,230+491.9% | $4,581+575.7% | $6,507+375.8% |
| Admin fee / account holder | $2,006 | $9,693-79.3% | $8,261-75.7% | $12,624-84.1% |