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 | $111,668 | $72,177+54.7% | $115,037-2.9% | $59,632+87.3% |
| Participation rate | 85.4% | 72.6%+12.9pp | 81.4%+4.0pp | 68.7%+16.7pp |
| Annual return | -1.72% | 12.02%-13.7pp | 26.14%-27.9pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $8,139 | $2,841+186.5% | $4,608+76.6% | $2,203+269.5% |
| Participant deferral / active EE | $8,368 | $4,783+75.0% | $6,026+38.8% | $3,192+162.2% |
| Admin fee / account holder | $12,814 | $4,927+160.1% | $8,175+56.7% | $4,297+198.2% |