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 | $203,014 | $154,228+31.6% | $145,433+39.6% | $137,256+47.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.27% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $4,541 | $4,804-5.5% | $4,554-0.3% | $4,156+9.3% |
| Participant deferral / active EE | $15,572 | $8,216+89.5% | $7,897+97.2% | $6,407+143.1% |
| Admin fee / account holder | $1,977 | $14,344-86.2% | $13,129-84.9% | $12,270-83.9% |