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 | $163,549 | $30,400+438.0% | $53,898+203.4% | $84,808+92.8% |
| Participation rate | 70.6% | 46.4%+24.1pp | 55.0%+15.6pp | 68.3%+2.3pp |
| Annual return | 16.65% | 500.19%-483.5pp | 528.60%-512.0pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,346 | $603+289.3% | $932+151.7% | $2,631-10.8% |
| Participant deferral / active EE | $5,591 | $1,199+366.4% | $1,826+206.1% | $4,212+32.7% |
| Admin fee / account holder | $8,752 | $1,993+339.1% | $2,491+251.4% | $7,344+19.2% |