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 10-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 | $218,476 | $125,758+73.7% | $169,993+28.5% | $75,163+190.7% |
| Participation rate | 97.3% | 83.6%+13.7pp | 87.0%+10.3pp | 67.2%+30.1pp |
| Annual return | 14.38% | 27.20%-12.8pp | 53.37%-39.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $6,205 | $4,615+34.5% | $6,785-8.5% | $2,670+132.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $5,540 | $8,173-32.2% | $12,815-56.8% | $5,651-2.0% |