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 7-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 | $238,865 | $51,175+366.8% | $70,515+238.7% | $75,163+217.8% |
| Participation rate | 71.6% | 60.9%+10.7pp | 68.3%+3.3pp | 67.2%+4.4pp |
| Annual return | 25.15% | 30.02%-4.9pp | 32.77%-7.6pp | 160.62%-135.5pp |
| Employer contribution / active EE | $5,644 | $1,826+209.1% | $2,973+89.8% | $2,670+111.4% |
| Participant deferral / active EE | $12,481 | $2,849+338.0% | $4,567+173.3% | $4,125+202.6% |
| Admin fee / account holder | $38,318 | $4,091+836.7% | $6,412+497.6% | $5,651+578.1% |