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 6-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 | $233,476 | $100,773+131.7% | $88,946+162.5% | $142,382+64.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.85% | 70.18%-56.3pp | 57.82%-44.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,468 | $2,918+18.9% | $2,555+35.7% | $4,299-19.3% |
| Participant deferral / active EE | $20,667 | $5,230+295.1% | $4,581+351.1% | $6,507+217.6% |
| Admin fee / account holder | $7,548 | $9,693-22.1% | $8,261-8.6% | $12,624-40.2% |