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 | $139,827 | $100,773+38.8% | $88,946+57.2% | $142,382-1.8% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 14.42% | 70.18%-55.8pp | 57.82%-43.4pp | 217.08%-202.7pp |
| Employer contribution / active EE | $6,647 | $2,918+127.8% | $2,555+160.2% | $4,299+54.6% |
| Participant deferral / active EE | $10,955 | $5,230+109.5% | $4,581+139.1% | $6,507+68.4% |
| Admin fee / account holder | $43,127 | $9,693+344.9% | $8,261+422.1% | $12,624+241.6% |