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 | $177,790 | $72,400+145.6% | $67,502+163.4% | $145,922+21.8% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 10.66% | 7182.46%-7171.8pp | 3512.12%-3501.5pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,759 | $3,069-10.1% | $2,731+1.0% | $4,660-40.8% |
| Participant deferral / active EE | $14,840 | $4,783+210.3% | $4,000+271.0% | $6,688+121.9% |
| Admin fee / account holder | $4,784 | $5,539-13.6% | $3,998+19.7% | $13,397-64.3% |