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 | $142,979 | $69,515+105.7% | $86,874+64.6% | $85,850+66.5% |
| Participation rate | 97.4% | 66.3%+31.1pp | 71.6%+25.8pp | 69.3%+28.1pp |
| Annual return | 11.70% | 20.12%-8.4pp | 63.52%-51.8pp | 318.53%-306.8pp |
| Employer contribution / active EE | $4,100 | $1,880+118.0% | $2,495+64.3% | $2,565+59.8% |
| Participant deferral / active EE | $4,763 | $2,919+63.2% | $3,699+28.8% | $3,952+20.5% |
| Admin fee / account holder | $8,121 | $5,972+36.0% | $5,828+39.3% | $6,260+29.7% |