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 | $197,548 | $127,065+55.5% | $113,168+74.6% | $142,382+38.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.41% | 24.03%-6.6pp | 24.27%-6.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,789 | $3,442+10.1% | $2,975+27.3% | $4,299-11.9% |
| Participant deferral / active EE | $9,361 | $5,716+63.8% | $5,107+83.3% | $6,507+43.9% |
| Admin fee / account holder | $3,270 | $15,736-79.2% | $12,068-72.9% | $12,624-74.1% |