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 | $208,727 | $111,535+87.1% | $105,223+98.4% | $137,256+52.1% |
| Participation rate | 82.4% | 78.1%+4.3pp | 75.0%+7.3pp | 80.0%+2.4pp |
| Annual return | 12.37% | 237.85%-225.5pp | 180.65%-168.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $12,823 | $3,939+225.5% | $3,689+247.7% | $4,156+208.6% |
| Participant deferral / active EE | $6,523 | $5,500+18.6% | $5,072+28.6% | $6,407+1.8% |
| Admin fee / account holder | $69,045 | $9,721+610.2% | $8,859+679.4% | $12,270+462.7% |