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 | $182,019 | $111,301+63.5% | $112,977+61.1% | $158,922+14.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 18.55% | 26.40%-7.9pp | 24.24%-5.7pp | 302.83%-284.3pp |
| Employer contribution / active EE | $4,597 | $4,471+2.8% | $4,255+8.0% | $4,761-3.5% |
| Participant deferral / active EE | $4,039 | $5,880-31.3% | $5,836-30.8% | $5,982-32.5% |
| Admin fee / account holder | $32,109 | $8,392+282.6% | $6,294+410.2% | $11,246+185.5% |