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 | $237,729 | $87,166+172.7% | $76,735+209.8% | $137,256+73.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 11.45% | 26.50%-15.0pp | 29.77%-18.3pp | 220.34%-208.9pp |
| Employer contribution / active EE | $3,069 | $2,904+5.7% | $2,454+25.0% | $4,156-26.2% |
| Participant deferral / active EE | $5,204 | $4,726+10.1% | $4,088+27.3% | $6,407-18.8% |
| Admin fee / account holder | $2,525 | $8,403-70.0% | $7,189-64.9% | $12,270-79.4% |