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 9-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 | $162,478 | $100,773+61.2% | $88,946+82.7% | $142,382+14.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.51% | 70.18%-53.7pp | 57.82%-41.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $5,918 | $2,918+102.8% | $2,555+131.6% | $4,299+37.7% |
| Participant deferral / active EE | $8,481 | $5,230+62.1% | $4,581+85.1% | $6,507+30.3% |
| Admin fee / account holder | $8,340 | $9,693-14.0% | $8,261+1.0% | $12,624-33.9% |