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 6-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 | $192,967 | $100,773+91.5% | $88,946+116.9% | $142,382+35.5% |
| Participation rate | 95.2% | 74.3%+21.0pp | 68.8%+26.4pp | 80.1%+15.1pp |
| Annual return | 17.52% | 70.18%-52.7pp | 57.82%-40.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $13,439 | $2,918+360.6% | $2,555+426.0% | $4,299+212.6% |
| Participant deferral / active EE | $17,374 | $5,230+232.2% | $4,581+279.2% | $6,507+167.0% |
| Admin fee / account holder | $30,494 | $9,693+214.6% | $8,261+269.1% | $12,624+141.6% |