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 8-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 | $177,653 | $81,446+118.1% | $103,374+71.9% | $80,874+119.7% |
| Participation rate | 79.3% | 66.9%+12.5pp | 74.5%+4.8pp | 67.6%+11.7pp |
| Annual return | 12.38% | 25.57%-13.2pp | 24.89%-12.5pp | 35.62%-23.2pp |
| Employer contribution / active EE | $4,579 | $3,107+47.4% | $3,869+18.3% | $2,756+66.2% |
| Participant deferral / active EE | $11,487 | $3,870+196.8% | $5,058+127.1% | $4,297+167.3% |
| Admin fee / account holder | $1,259 | $6,715-81.3% | $8,394-85.0% | $6,935-81.8% |