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 | $143,813 | $74,888+92.0% | $71,209+102.0% | $142,382+1.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 16.86% | 345.14%-328.3pp | 282.51%-265.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $8,392 | $2,854+194.0% | $2,721+208.4% | $4,299+95.2% |
| Participant deferral / active EE | $16,613 | $4,454+273.0% | $4,175+297.9% | $6,507+155.3% |
| Admin fee / account holder | $15,671 | $5,568+181.4% | $5,349+193.0% | $12,624+24.1% |