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 | $144,403 | $91,538+57.8% | $129,995+11.1% | $75,163+92.1% |
| Participation rate | 86.3% | 71.4%+14.9pp | 78.5%+7.8pp | 67.2%+19.1pp |
| Annual return | 14.07% | -631.11%+645.2pp | -137.18%+151.2pp | 160.62%-146.5pp |
| Employer contribution / active EE | $7,781 | $2,845+173.5% | $4,320+80.1% | $2,670+191.4% |
| Participant deferral / active EE | $8,517 | $4,341+96.2% | $5,820+46.3% | $4,125+106.5% |
| Admin fee / account holder | $20,217 | $6,790+197.7% | $10,614+90.5% | $5,651+257.8% |