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 4-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 | $249,446 | $154,117+61.9% | $129,995+91.9% | $139,434+78.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.48% | 32.48%-16.0pp | -137.18%+153.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,121 | $5,289-41.0% | $4,320-27.7% | $4,751-34.3% |
| Participant deferral / active EE | $8,659 | $6,710+29.0% | $5,820+48.8% | $6,710+29.0% |
| Admin fee / account holder | $4,975 | $14,007-64.5% | $10,614-53.1% | $11,403-56.4% |