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 8-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 | $212,164 | $183,519+15.6% | $155,509+36.4% | $145,922+45.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.41% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,475 | $5,313-53.4% | $4,672-47.0% | $4,660-46.9% |
| Participant deferral / active EE | $10,706 | $6,462+65.7% | $5,626+90.3% | $6,688+60.1% |
| Admin fee / account holder | $6,771 | $19,313-64.9% | $15,912-57.4% | $13,397-49.5% |