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 | $184,012 | $98,750+86.3% | $149,696+22.9% | $79,858+130.4% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+13.9pp | 69.6%+26.7pp |
| Annual return | 15.06% | 27.43%-12.4pp | 276.60%-261.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $7,709 | $3,216+139.7% | $4,644+66.0% | $2,471+212.0% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,612 | $6,053+9.2% | $9,309-29.0% | $5,306+24.6% |