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 6-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 | $137,061 | $109,817+24.8% | $98,442+39.2% | $167,490-18.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.46% | 1956.69%-1936.2pp | 1492.73%-1472.3pp | 478.56%-458.1pp |
| Employer contribution / active EE | $3,523 | $3,224+9.3% | $2,960+19.0% | $4,837-27.2% |
| Participant deferral / active EE | $6,650 | $4,673+42.3% | $4,276+55.5% | $6,341+4.9% |
| Admin fee / account holder | $7,294 | $6,753+8.0% | $5,949+22.6% | $12,309-40.7% |