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 | $239,673 | $100,326+138.9% | $180,183+33.0% | $84,808+182.6% |
| Participation rate | 88.6% | 71.0%+17.6pp | 77.4%+11.1pp | 68.3%+20.3pp |
| Annual return | 20.86% | 17.86%+3.0pp | 27.86%-7.0pp | 40.90%-20.0pp |
| Employer contribution / active EE | $13,546 | $3,269+314.4% | $5,039+168.8% | $2,631+414.9% |
| Participant deferral / active EE | $15,481 | $5,066+205.6% | $6,822+126.9% | $4,212+267.6% |
| Admin fee / account holder | $8,028 | $9,674-17.0% | $19,975-59.8% | $7,344+9.3% |