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 7-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 | $202,812 | $109,904+84.5% | $97,167+108.7% | $145,959+39.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.68% | 243.43%-231.7pp | 75.27%-63.6pp | 561.95%-550.3pp |
| Employer contribution / active EE | $1,178 | $3,084-61.8% | $2,729-56.8% | $4,661-74.7% |
| Participant deferral / active EE | $15,250 | $4,676+226.1% | $4,264+257.7% | $6,689+128.0% |
| Admin fee / account holder | $2,905 | $6,216-53.3% | $5,650-48.6% | $13,398-78.3% |