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 | $97,125+44.0% | $86,233+62.2% | $137,256+1.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 14.42% | 74.19%-59.8pp | 61.39%-47.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $6,647 | $2,841+133.9% | $2,504+165.4% | $4,156+59.9% |
| Participant deferral / active EE | $10,955 | $5,180+111.5% | $4,559+140.3% | $6,407+71.0% |
| Admin fee / account holder | $43,127 | $9,725+343.5% | $8,342+417.0% | $12,270+251.5% |