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 | $215,365 | $80,717+166.8% | $154,803+39.1% | $84,808+153.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.41% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,238 | $2,761-19.0% | $4,305-48.0% | $2,631-14.9% |
| Participant deferral / active EE | $3,789 | $3,303+14.7% | $5,540-31.6% | $4,212-10.0% |
| Admin fee / account holder | $88,592 | $6,746+1213.3% | $14,329+518.3% | $7,344+1106.4% |