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 | $162,753 | $81,208+100.4% | $98,907+64.6% | $79,858+103.8% |
| Participation rate | 92.0% | 72.5%+19.5pp | 76.0%+16.0pp | 69.6%+22.4pp |
| Annual return | 14.30% | 60.99%-46.7pp | 196.43%-182.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $4,360 | $1,960+122.5% | $2,689+62.2% | $2,471+76.5% |
| Participant deferral / active EE | $5,270 | $3,265+61.4% | $4,244+24.2% | $3,740+40.9% |
| Admin fee / account holder | $30,215 | $6,013+402.5% | $6,642+354.9% | $5,306+469.4% |