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 | $162,188 | $177,572-8.7% | $154,803+4.8% | $142,382+13.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.33% | 65.07%-51.7pp | 58.88%-45.6pp | 217.08%-203.7pp |
| Employer contribution / active EE | $48,042 | $4,810+898.7% | $4,305+1015.8% | $4,299+1017.5% |
| Participant deferral / active EE | $31,909 | $6,272+408.8% | $5,540+475.9% | $6,507+390.4% |
| Admin fee / account holder | $37,018 | $16,786+120.5% | $14,329+158.3% | $12,624+193.2% |