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 | $202,716 | $76,050+166.6% | $96,544+110.0% | $71,457+183.7% |
| Participation rate | 84.2% | 74.4%+9.8pp | 76.0%+8.2pp | 67.9%+16.2pp |
| Annual return | 17.75% | 22.81%-5.1pp | 25.84%-8.1pp | 28.85%-11.1pp |
| Employer contribution / active EE | $16,752 | $2,244+646.5% | $2,965+465.0% | $2,588+547.4% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $3,896 | $2,707+43.9% | $8,252-52.8% | $1,587+145.4% |