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 4-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 | $207,911 | $106,749+94.8% | $145,433+43.0% | $82,448+152.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.44% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $3,571 | $3,444+3.7% | $4,554-21.6% | $2,551+40.0% |
| Participant deferral / active EE | $5,548 | $6,519-14.9% | $7,897-29.7% | $4,139+34.0% |
| Admin fee / account holder | $1,401 | $8,390-83.3% | $13,129-89.3% | $7,234-80.6% |