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 | $145,280 | $48,230+201.2% | $67,502+115.2% | $80,856+79.7% |
| Participation rate | 79.3% | 66.4%+12.9pp | 72.9%+6.4pp | 67.6%+11.7pp |
| Annual return | 17.67% | 18.28%-0.6pp | 3512.12%-3494.5pp | 35.59%-17.9pp |
| Employer contribution / active EE | $1,368 | $2,020-32.3% | $2,731-49.9% | $2,755-50.3% |
| Participant deferral / active EE | $6,950 | $2,924+137.7% | $4,000+73.8% | $4,296+61.8% |
| Admin fee / account holder | $685 | $3,681-81.4% | $3,998-82.9% | $6,918-90.1% |