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 | $171,258 | $114,381+49.7% | $107,525+59.3% | $142,382+20.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.09% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $5,334 | $4,015+32.9% | $3,754+42.1% | $4,299+24.1% |
| Participant deferral / active EE | $14,711 | $5,564+164.4% | $5,116+187.6% | $6,507+126.1% |
| Admin fee / account holder | $6,444 | $9,860-34.6% | $8,919-27.7% | $12,624-49.0% |