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 10-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 | $157,150 | $58,927+166.7% | $76,817+104.6% | $72,985+115.3% |
| Participation rate | 85.7% | 67.3%+18.4pp | 72.1%+13.6pp | 69.5%+16.2pp |
| Annual return | 21.89% | 2305.64%-2283.8pp | 1166.11%-1144.2pp | 81.00%-59.1pp |
| Employer contribution / active EE | $4,292 | $1,787+140.2% | $2,302+86.5% | $2,440+75.9% |
| Participant deferral / active EE | $6,181 | $2,690+129.7% | $3,336+85.3% | $3,607+71.3% |
| Admin fee / account holder | $952 | $4,013-76.3% | $6,420-85.2% | $5,124-81.4% |