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 7-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 | $140,846 | $109,881+28.2% | $150,045-6.1% | $84,808+66.1% |
| Participation rate | 84.4% | 76.1%+8.3pp | 82.3%+2.1pp | 68.3%+16.1pp |
| Annual return | 16.13% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $11,880 | $3,561+233.6% | $4,693+153.1% | $2,631+351.5% |
| Participant deferral / active EE | $13,748 | $6,636+107.2% | $7,997+71.9% | $4,212+226.4% |
| Admin fee / account holder | $16,615 | $8,568+93.9% | $13,435+23.7% | $7,344+126.2% |