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 9-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 | $84,522 | $51,576+63.9% | $129,207-34.6% | $80,856+4.5% |
| Participation rate | 98.7% | 57.0%+41.7pp | 69.6%+29.1pp | 67.6%+31.0pp |
| Annual return | 13.86% | 20.81%-6.9pp | 9417.33%-9403.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $7,677 | $1,584+384.7% | $4,153+84.8% | $2,755+178.7% |
| Participant deferral / active EE | $9,585 | $2,669+259.1% | $4,168+130.0% | $4,296+123.1% |
| Admin fee / account holder | $5,928 | $4,305+37.7% | $7,715-23.2% | $6,918-14.3% |