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 7-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 | $209,473 | $101,724+105.9% | $164,813+27.1% | $80,856+159.1% |
| Participation rate | 96.0% | 71.8%+24.2pp | 78.6%+17.4pp | 67.6%+28.4pp |
| Annual return | 18.86% | 16.72%+2.1pp | 69.93%-51.1pp | 35.59%-16.7pp |
| Employer contribution / active EE | $13,833 | $2,953+368.4% | $4,341+218.7% | $2,755+402.1% |
| Participant deferral / active EE | $9,826 | $4,477+119.5% | $6,031+62.9% | $4,296+128.7% |
| Admin fee / account holder | $1,188 | $8,227-85.6% | $12,690-90.6% | $6,918-82.8% |