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 | $138,418 | $100,773+37.4% | $88,946+55.6% | $142,382-2.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.09% | 70.18%-55.1pp | 57.82%-42.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,987 | $2,918+2.4% | $2,555+16.9% | $4,299-30.5% |
| Participant deferral / active EE | $8,745 | $5,230+67.2% | $4,581+90.9% | $6,507+34.4% |
| Admin fee / account holder | $1,507 | $9,693-84.5% | $8,261-81.8% | $12,624-88.1% |