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 | $156,531 | $99,640+57.1% | $86,436+81.1% | $134,475+16.4% |
| Participation rate | 94.7% | 82.0%+12.7pp | 80.3%+14.4pp | 81.2%+13.5pp |
| Annual return | -16.98% | 6782.58%-6799.6pp | 4394.89%-4411.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $6,947 | $4,400+57.9% | $3,769+84.3% | $4,740+46.6% |
| Participant deferral / active EE | $10,722 | $7,246+48.0% | $6,952+54.2% | $6,400+67.5% |
| Admin fee / account holder | $3,986 | $8,371-52.4% | $6,731-40.8% | $11,426-65.1% |