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 | $54,543 | $177,572-69.3% | $154,803-64.8% | $142,382-61.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 13.01% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $9,587 | $4,810+99.3% | $4,305+122.7% | $4,299+123.0% |
| Participant deferral / active EE | $4,497 | $6,272-28.3% | $5,540-18.8% | $6,507-30.9% |
| Admin fee / account holder | $624 | $16,786-96.3% | $14,329-95.6% | $12,624-95.1% |