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 9-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 | $123,502 | $100,852+22.5% | $90,404+36.6% | $158,922-22.3% |
| Participation rate | 81.0% | 75.0%+5.9pp | 72.7%+8.3pp | 82.0%-1.0pp |
| Annual return | 17.32% | 1724.20%-1706.9pp | 1293.02%-1275.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $5,395 | $3,689+46.3% | $3,262+65.4% | $4,761+13.3% |
| Participant deferral / active EE | $3,628 | $4,348-16.6% | $3,963-8.5% | $5,982-39.4% |
| Admin fee / account holder | $792 | $6,501-87.8% | $5,611-85.9% | $11,246-93.0% |