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 | $77,164+123.4% | $178,014-3.2% | $80,874+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 | 294.80%-279.9pp | 35.62%-20.7pp |
| Employer contribution / active EE | $2,408 | $2,288+5.3% | $3,950-39.0% | $2,756-12.6% |
| Participant deferral / active EE | $12,250 | $4,408+177.9% | $6,276+95.2% | $4,297+185.1% |
| Admin fee / account holder | $6,266 | $7,164-12.5% | $10,362-39.5% | $6,935-9.7% |