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 | $198,534 | $67,411+194.5% | $91,001+118.2% | $70,131+183.1% |
| Participation rate | 85.7% | 71.4%+14.3pp | 75.6%+10.1pp | 69.5%+16.2pp |
| Annual return | 17.49% | -40.16%+57.7pp | 4.60%+12.9pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,976 | $1,786+66.6% | $2,456+21.2% | $2,342+27.1% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,368 | $4,236+3.1% | $5,417-19.4% | $4,645-6.0% |