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 | $174,879 | $80,717+116.7% | $154,803+13.0% | $84,808+106.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 20.63% | 37.96%-17.3pp | 58.88%-38.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,214 | $2,761-19.8% | $4,305-48.6% | $2,631-15.9% |
| Participant deferral / active EE | $2,899 | $3,303-12.2% | $5,540-47.7% | $4,212-31.2% |
| Admin fee / account holder | $4,903 | $6,746-27.3% | $14,329-65.8% | $7,344-33.2% |