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 | $117,171 | $148,534-21.1% | $135,903-13.8% | $139,434-16.0% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 16.65% | 79.19%-62.5pp | 68.23%-51.6pp | 372.94%-356.3pp |
| Employer contribution / active EE | $7,917 | $5,243+51.0% | $4,856+63.0% | $4,751+66.6% |
| Participant deferral / active EE | $12,594 | $8,100+55.5% | $7,758+62.3% | $6,710+87.7% |
| Admin fee / account holder | $18,145 | $12,400+46.3% | $10,762+68.6% | $11,403+59.1% |