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 7-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 | $160,744 | $98,750+62.8% | $149,696+7.4% | $79,858+101.3% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.5%+3.7pp | 69.6%+16.5pp |
| Annual return | 17.87% | 27.43%-9.6pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,197 | $3,216-31.7% | $4,644-52.7% | $2,471-11.1% |
| Participant deferral / active EE | $11,615 | $5,680+104.5% | $6,842+69.8% | $3,740+210.5% |
| Admin fee / account holder | $8,397 | $6,053+38.7% | $9,309-9.8% | $5,306+58.2% |