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 | $186,178 | $114,381+62.8% | $107,525+73.1% | $142,382+30.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.59% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,385 | $4,015-15.7% | $3,754-9.8% | $4,299-21.3% |
| Participant deferral / active EE | $17,950 | $5,564+222.6% | $5,116+250.9% | $6,507+175.8% |
| Admin fee / account holder | $13,108 | $9,860+32.9% | $8,919+47.0% | $12,624+3.8% |