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 9-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 | $230,897 | $102,317+125.7% | $146,958+57.1% | $80,856+185.6% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 13.98% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $10,619 | $3,713+186.0% | $4,933+115.3% | $2,755+285.5% |
| Participant deferral / active EE | $11,436 | $6,644+72.1% | $8,070+41.7% | $4,296+166.2% |
| Admin fee / account holder | $1,601 | $7,941-79.8% | $12,998-87.7% | $6,918-76.9% |