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 | $164,812 | $102,616+60.6% | $81,983+101.0% | $158,922+3.7% |
| Participation rate | 92.9% | 75.5%+17.3pp | 69.2%+23.6pp | 82.0%+10.9pp |
| Annual return | 18.18% | 61.04%-42.9pp | 41.31%-23.1pp | 302.83%-284.6pp |
| Employer contribution / active EE | $4,315 | $3,240+33.2% | $2,498+72.7% | $4,761-9.4% |
| Participant deferral / active EE | $11,601 | $4,648+149.6% | $3,722+211.7% | $5,982+93.9% |
| Admin fee / account holder | $9,005 | $8,235+9.4% | $5,664+59.0% | $11,246-19.9% |