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 7-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 | $219,109 | $116,167+88.6% | $64,489+239.8% | $137,256+59.6% |
| Participation rate | 73.9% | 68.2%+5.7pp | 67.7%+6.2pp | 80.0%-6.0pp |
| Annual return | 19.94% | 36.55%-16.6pp | 55.03%-35.1pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,667 | $2,483+47.7% | $1,523+140.8% | $4,156-11.8% |
| Participant deferral / active EE | $7,255 | $4,215+72.1% | $2,778+161.2% | $6,407+13.2% |
| Admin fee / account holder | $1,484 | $6,188-76.0% | $4,260-65.2% | $12,270-87.9% |