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 | $210,106 | $58,208+261.0% | $81,812+156.8% | $80,856+159.9% |
| Participation rate | 98.0% | 63.4%+34.5pp | 72.3%+25.6pp | 67.6%+30.3pp |
| Annual return | 24.64% | 41.66%-17.0pp | 773.79%-749.1pp | 35.59%-11.0pp |
| Employer contribution / active EE | $2,106 | $2,340-10.0% | $2,912-27.7% | $2,755-23.6% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,491 | $4,981-70.1% | $7,386-79.8% | $6,918-78.4% |