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 | $219,456 | $176,812+24.1% | $146,665+49.6% | $167,490+31.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.17% | 24.03%-14.9pp | 22.74%-13.6pp | 478.56%-469.4pp |
| Employer contribution / active EE | $6,289 | $5,160+21.9% | $4,136+52.1% | $4,837+30.0% |
| Participant deferral / active EE | $7,972 | $6,440+23.8% | $5,506+44.8% | $6,341+25.7% |
| Admin fee / account holder | $12,877 | $13,259-2.9% | $10,280+25.3% | $12,309+4.6% |