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 | $112,518 | $91,538+22.9% | $129,995-13.4% | $75,163+49.7% |
| Participation rate | 90.4% | 71.4%+18.9pp | 78.5%+11.9pp | 67.2%+23.2pp |
| Annual return | 17.63% | -631.11%+648.7pp | -137.18%+154.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $5,108 | $2,845+79.5% | $4,320+18.3% | $2,670+91.3% |
| Participant deferral / active EE | $12,746 | $4,341+193.6% | $5,820+119.0% | $4,125+209.0% |
| Admin fee / account holder | $10,979 | $6,790+61.7% | $10,614+3.4% | $5,651+94.3% |