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 | $179,497 | $116,175+54.5% | $93,606+91.8% | $152,861+17.4% |
| Participation rate | 94.7% | 78.0%+16.7pp | 75.8%+18.9pp | 82.4%+12.3pp |
| Annual return | 16.30% | 35.96%-19.7pp | 32.76%-16.5pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,510 | $3,218-53.1% | $2,718-44.4% | $4,762-68.3% |
| Participant deferral / active EE | $4,034 | $4,603-12.4% | $4,069-0.8% | $5,850-31.0% |
| Admin fee / account holder | $6,977 | $10,748-35.1% | $7,888-11.5% | $11,596-39.8% |