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 | $167,464 | $102,317+63.7% | $146,958+14.0% | $80,856+107.1% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.2%+11.9pp | 67.6%+26.4pp |
| Annual return | 15.59% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $8,454 | $3,713+127.7% | $4,933+71.4% | $2,755+206.9% |
| Participant deferral / active EE | $11,608 | $6,644+74.7% | $8,070+43.8% | $4,296+170.2% |
| Admin fee / account holder | $9,180 | $7,941+15.6% | $12,998-29.4% | $6,918+32.7% |