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 | $139,977 | $110,257+27.0% | $96,544+45.0% | $139,434+0.4% |
| Participation rate | 84.6% | 78.1%+6.5pp | 76.0%+8.7pp | 80.3%+4.3pp |
| Annual return | 17.16% | 26.32%-9.2pp | 25.84%-8.7pp | 372.94%-355.8pp |
| Employer contribution / active EE | $11,780 | $3,620+225.4% | $2,965+297.3% | $4,751+148.0% |
| Participant deferral / active EE | $11,572 | $5,548+108.6% | $4,851+138.6% | $6,710+72.5% |
| Admin fee / account holder | $16,447 | $11,591+41.9% | $8,252+99.3% | $11,403+44.2% |