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 | $96,854 | $102,317-5.3% | $146,958-34.1% | $80,856+19.8% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.1pp | 67.6%+28.7pp |
| Annual return | 22.94% | 134.76%-111.8pp | 418.34%-395.4pp | 35.59%-12.7pp |
| Employer contribution / active EE | $6,696 | $3,713+80.3% | $4,933+35.7% | $2,755+143.1% |
| Participant deferral / active EE | $13,798 | $6,644+107.7% | $8,070+71.0% | $4,296+221.2% |
| Admin fee / account holder | $9,640 | $7,941+21.4% | $12,998-25.8% | $6,918+39.4% |