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 9-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 | $203,251 | $85,766+137.0% | $136,294+49.1% | $70,131+189.8% |
| Participation rate | 96.1% | 74.2%+21.9pp | 81.9%+14.2pp | 69.5%+26.5pp |
| Annual return | 19.27% | 31.45%-12.2pp | 5155.94%-5136.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $2,340 | $2,966-21.1% | $4,695-50.2% | $2,342-0.1% |
| Participant deferral / active EE | $7,585 | $5,051+50.2% | $6,247+21.4% | $3,332+127.7% |
| Admin fee / account holder | $3,003 | $5,420-44.6% | $9,243-67.5% | $4,645-35.4% |