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 | $232,606 | $103,376+125.0% | $87,100+167.1% | $152,861+52.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.10% | 28.10%-7.0pp | 28.19%-7.1pp | 345.32%-324.2pp |
| Employer contribution / active EE | $3,302 | $3,220+2.5% | $2,521+30.9% | $4,762-30.7% |
| Participant deferral / active EE | $14,948 | $4,778+212.8% | $4,049+269.2% | $5,850+155.5% |
| Admin fee / account holder | $755 | $12,205-93.8% | $7,497-89.9% | $11,596-93.5% |