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 | $215,068 | $111,814+92.3% | $103,374+108.0% | $145,959+47.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.10% | 24.77%-11.7pp | 24.89%-11.8pp | 561.95%-548.8pp |
| Employer contribution / active EE | $2,640 | $4,214-37.4% | $3,869-31.8% | $4,661-43.4% |
| Participant deferral / active EE | $22,063 | $5,618+292.7% | $5,058+336.2% | $6,689+229.9% |
| Admin fee / account holder | $1,889 | $9,754-80.6% | $8,394-77.5% | $13,398-85.9% |