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 | $158,685 | $106,515+49.0% | $96,683+64.1% | $139,434+13.8% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 26.74% | 38.43%-11.7pp | 35.69%-9.0pp | 372.94%-346.2pp |
| Employer contribution / active EE | $10,952 | $4,103+166.9% | $3,737+193.1% | $4,751+130.5% |
| Participant deferral / active EE | $11,721 | $5,454+114.9% | $4,878+140.3% | $6,710+74.7% |
| Admin fee / account holder | $13,653 | $7,877+73.3% | $6,730+102.9% | $11,403+19.7% |