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 | $142,055 | $65,041+118.4% | $90,951+56.2% | $79,858+77.9% |
| Participation rate | 92.2% | 61.6%+30.6pp | 69.0%+23.1pp | 69.6%+22.5pp |
| Annual return | 16.92% | 30.45%-13.5pp | 134.60%-117.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $3,664 | $1,247+193.8% | $2,122+72.7% | $2,471+48.3% |
| Participant deferral / active EE | $9,265 | $2,512+268.8% | $3,373+174.7% | $3,740+147.7% |
| Admin fee / account holder | $4,551 | $4,536+0.3% | $5,959-23.6% | $5,306-14.2% |