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 | $78,520+140.3% | $96,576+95.3% | $82,448+128.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 19.17% | 41.30%-22.1pp | 38.47%-19.3pp | 41.64%-22.5pp |
| Employer contribution / active EE | $3,045 | $2,630+15.8% | $3,553-14.3% | $2,551+19.4% |
| Participant deferral / active EE | $21,685 | $6,754+221.1% | $7,956+172.6% | $4,139+423.9% |
| Admin fee / account holder | $1,683 | $13,455-87.5% | $11,381-85.2% | $7,234-76.7% |