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 7-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 | $137,020 | $202,432-32.3% | $169,368-19.1% | $139,434-1.7% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 16.53% | 531.74%-515.2pp | 405.60%-389.1pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,183 | $4,692-53.5% | $4,013-45.6% | $4,751-54.0% |
| Participant deferral / active EE | $11,971 | $6,938+72.5% | $6,221+92.4% | $6,710+78.4% |
| Admin fee / account holder | $3,292 | $10,708-69.3% | $9,003-63.4% | $11,403-71.1% |