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 7-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 | $166,415 | $81,208+104.9% | $98,907+68.3% | $79,858+108.4% |
| Participation rate | 79.6% | 72.5%+7.1pp | 76.0%+3.6pp | 69.6%+10.0pp |
| Annual return | 22.26% | 60.99%-38.7pp | 196.43%-174.2pp | 31.71%-9.5pp |
| Employer contribution / active EE | $3,442 | $1,960+75.7% | $2,689+28.0% | $2,471+39.3% |
| Participant deferral / active EE | $5,453 | $3,265+67.0% | $4,244+28.5% | $3,740+45.8% |
| Admin fee / account holder | $9,985 | $6,013+66.1% | $6,642+50.3% | $5,306+88.2% |