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 | $160,514 | $87,733+83.0% | $106,548+50.6% | $85,850+87.0% |
| Participation rate | 76.9% | 71.9%+5.0pp | 76.1%+0.8pp | 69.3%+7.6pp |
| Annual return | 13.95% | 21.86%-7.9pp | 26.80%-12.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $3,896 | $2,073+88.0% | $2,819+38.2% | $2,565+51.9% |
| Participant deferral / active EE | $6,132 | $3,469+76.7% | $4,398+39.4% | $3,952+55.2% |
| Admin fee / account holder | $16,383 | $6,767+142.1% | $7,407+121.2% | $6,260+161.7% |