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 | $164,495 | $74,888+119.7% | $71,209+131.0% | $142,382+15.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.49% | 345.14%-327.7pp | 282.51%-265.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,555 | $2,854-45.5% | $2,721-42.9% | $4,299-63.8% |
| Participant deferral / active EE | $15,600 | $4,454+250.2% | $4,175+273.6% | $6,507+139.7% |
| Admin fee / account holder | $1,576 | $5,568-71.7% | $5,349-70.5% | $12,624-87.5% |