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 | $212,746 | $109,359+94.5% | $162,163+31.2% | $72,985+191.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 23.58% | 25.46%-1.9pp | 115.59%-92.0pp | 81.00%-57.4pp |
| Employer contribution / active EE | $3,034 | $3,907-22.3% | $5,614-46.0% | $2,440+24.4% |
| Participant deferral / active EE | $6,431 | $5,481+17.3% | $7,298-11.9% | $3,607+78.3% |
| Admin fee / account holder | $4,936 | $7,972-38.1% | $10,843-54.5% | $5,124-3.7% |