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 | $227,968 | $154,228+47.8% | $145,433+56.8% | $137,256+66.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.77% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $5,229 | $4,804+8.9% | $4,554+14.8% | $4,156+25.8% |
| Participant deferral / active EE | $9,433 | $8,216+14.8% | $7,897+19.4% | $6,407+47.2% |
| Admin fee / account holder | $34,685 | $14,344+141.8% | $13,129+164.2% | $12,270+182.7% |