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 | $241,063 | $149,734+61.0% | $118,925+102.7% | $158,922+51.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 20.79% | 19.95%+0.8pp | 35.88%-15.1pp | 302.83%-282.0pp |
| Employer contribution / active EE | $3,732 | $4,115-9.3% | $3,263+14.4% | $4,761-21.6% |
| Participant deferral / active EE | $7,388 | $5,223+41.4% | $4,265+73.2% | $5,982+23.5% |
| Admin fee / account holder | $5,179 | $8,603-39.8% | $6,581-21.3% | $11,246-53.9% |