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 5-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 | $214,532 | $83,902+155.7% | $167,512+28.1% | $84,808+153.0% |
| Participation rate | 90.0% | 66.5%+23.5pp | 77.1%+12.9pp | 68.3%+21.7pp |
| Annual return | 20.51% | 91.55%-71.0pp | 1615.79%-1595.3pp | 40.90%-20.4pp |
| Employer contribution / active EE | $5,434 | $2,264+140.0% | $3,882+40.0% | $2,631+106.5% |
| Participant deferral / active EE | $9,058 | $4,442+103.9% | $6,405+41.4% | $4,212+115.1% |
| Admin fee / account holder | $8,657 | $7,915+9.4% | $9,769-11.4% | $7,344+17.9% |