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 | $211,599 | $81,248+160.4% | $155,509+36.1% | $80,856+161.7% |
| Participation rate | 83.3% | 66.2%+17.1pp | 78.2%+5.1pp | 67.6%+15.7pp |
| Annual return | 18.28% | 33.31%-15.0pp | 64.67%-46.4pp | 35.59%-17.3pp |
| Employer contribution / active EE | $1,478 | $3,100-52.3% | $4,672-68.4% | $2,755-46.3% |
| Participant deferral / active EE | $951 | $3,452-72.5% | $5,626-83.1% | $4,296-77.9% |
| Admin fee / account holder | $81,790 | $7,997+922.7% | $15,912+414.0% | $6,918+1082.3% |