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 | $172,388 | $77,314+123.0% | $177,989-3.1% | $80,856+113.2% |
| Participation rate | 83.8% | 65.7%+18.1pp | 77.1%+6.7pp | 67.6%+16.1pp |
| Annual return | 14.92% | 18.09%-3.2pp | 294.48%-279.6pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,408 | $2,292+5.1% | $3,949-39.0% | $2,755-12.6% |
| Participant deferral / active EE | $12,250 | $4,411+177.7% | $6,276+95.2% | $4,296+185.2% |
| Admin fee / account holder | $6,266 | $7,191-12.9% | $10,363-39.5% | $6,918-9.4% |