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 | $158,614 | $111,754+41.9% | $103,333+53.5% | $145,922+8.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.58% | 24.77%-12.2pp | 24.88%-12.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $4,212 | $4,2120% | $3,868+8.9% | $4,660-9.6% |
| Participant deferral / active EE | $11,352 | $5,619+102.0% | $5,057+124.5% | $6,688+69.7% |
| Admin fee / account holder | $2,011 | $9,750-79.4% | $8,355-75.9% | $13,397-85.0% |