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 | $169,467 | $99,985+69.5% | $146,665+15.5% | $85,850+97.4% |
| Participation rate | 92.6% | 73.1%+19.5pp | 80.1%+12.5pp | 69.3%+23.3pp |
| Annual return | 13.21% | 18.93%-5.7pp | 22.74%-9.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $5,974 | $2,559+133.5% | $4,136+44.4% | $2,565+132.9% |
| Participant deferral / active EE | $6,769 | $4,006+69.0% | $5,506+22.9% | $3,952+71.3% |
| Admin fee / account holder | $34,468 | $7,702+347.5% | $10,280+235.3% | $6,260+450.6% |