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 | $141,209 | $87,870+60.7% | $113,168+24.8% | $74,304+90.0% |
| Participation rate | 76.2% | 70.7%+5.5pp | 76.6%-0.3pp | 60.3%+15.9pp |
| Annual return | 13.39% | 26.44%-13.0pp | 24.27%-10.9pp | 29.43%-16.0pp |
| Employer contribution / active EE | $5,835 | $2,277+156.2% | $2,975+96.1% | $2,241+160.3% |
| Participant deferral / active EE | $13,243 | $4,241+212.3% | $5,107+159.3% | $3,767+251.5% |
| Admin fee / account holder | $9,569 | $3,368+184.1% | $12,068-20.7% | $2,969+222.3% |