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 4-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 | $202,198 | $101,724+98.8% | $164,813+22.7% | $80,856+150.1% |
| Participation rate | 94.0% | 71.8%+22.1pp | 78.6%+15.4pp | 67.6%+26.3pp |
| Annual return | 12.91% | 16.72%-3.8pp | 69.93%-57.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,720 | $2,953-41.8% | $4,341-60.4% | $2,755-37.6% |
| Participant deferral / active EE | $9,731 | $4,477+117.3% | $6,031+61.3% | $4,296+126.5% |
| Admin fee / account holder | $60,231 | $8,227+632.1% | $12,690+374.6% | $6,918+770.7% |