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 | $191,692 | $154,228+24.3% | $145,433+31.8% | $137,256+39.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.12% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,708 | $4,804-43.6% | $4,554-40.5% | $4,156-34.8% |
| Participant deferral / active EE | $8,209 | $8,216-0.1% | $7,897+3.9% | $6,407+28.1% |
| Admin fee / account holder | $2,179 | $14,344-84.8% | $13,129-83.4% | $12,270-82.2% |