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 | $141,350 | $106,749+32.4% | $145,433-2.8% | $82,448+71.4% |
| Participation rate | 86.5% | 75.6%+10.8pp | 82.1%+4.4pp | 68.1%+18.4pp |
| Annual return | 47.05% | 27.59%+19.5pp | 66.58%-19.5pp | 41.64%+5.4pp |
| Employer contribution / active EE | $19,190 | $3,444+457.1% | $4,554+321.4% | $2,551+652.3% |
| Participant deferral / active EE | $23,777 | $6,519+264.8% | $7,897+201.1% | $4,139+474.4% |
| Admin fee / account holder | $24,664 | $8,390+194.0% | $13,129+87.9% | $7,234+240.9% |