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 | $89,818 | $60,124+49.4% | $90,404-0.6% | $79,858+12.5% |
| Participation rate | 71.0% | 65.0%+6.0pp | 72.7%-1.7pp | 69.6%+1.3pp |
| Annual return | 15.27% | 71.94%-56.7pp | 1293.02%-1277.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $3,225 | $2,068+56.0% | $3,262-1.1% | $2,471+30.5% |
| Participant deferral / active EE | $7,055 | $2,938+140.1% | $3,963+78.0% | $3,740+88.6% |
| Admin fee / account holder | $862 | $3,976-78.3% | $5,611-84.6% | $5,306-83.7% |