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 | $156,261 | $64,324+142.9% | $118,925+31.4% | $79,858+95.7% |
| Participation rate | 82.8% | 64.9%+17.9pp | 75.4%+7.4pp | 69.6%+13.1pp |
| Annual return | 17.01% | 86.45%-69.4pp | 35.88%-18.9pp | 31.71%-14.7pp |
| Employer contribution / active EE | $3,260 | $1,836+77.6% | $3,263-0.1% | $2,471+32.0% |
| Participant deferral / active EE | $5,997 | $2,824+112.4% | $4,265+40.6% | $3,740+60.3% |
| Admin fee / account holder | $3,511 | $4,040-13.1% | $6,581-46.6% | $5,306-33.8% |