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 6-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 | $188,658 | $80,673+133.9% | $101,326+86.2% | $84,808+122.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 19.17% | 38.95%-19.8pp | 36.82%-17.6pp | 40.90%-21.7pp |
| Employer contribution / active EE | $3,045 | $2,698+12.9% | $3,665-16.9% | $2,631+15.7% |
| Participant deferral / active EE | $21,685 | $6,840+217.0% | $7,994+171.3% | $4,212+414.9% |
| Admin fee / account holder | $1,683 | $12,784-86.8% | $11,185-85.0% | $7,344-77.1% |