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 | $203,966 | $149,734+36.2% | $118,925+71.5% | $158,922+28.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 16.29% | 19.95%-3.7pp | 35.88%-19.6pp | 302.83%-286.5pp |
| Employer contribution / active EE | $7,887 | $4,115+91.7% | $3,263+141.8% | $4,761+65.7% |
| Participant deferral / active EE | $5,879 | $5,223+12.6% | $4,265+37.8% | $5,982-1.7% |
| Admin fee / account holder | $1,695 | $8,603-80.3% | $6,581-74.2% | $11,246-84.9% |