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 | $145,417 | $100,773+44.3% | $88,946+63.5% | $142,382+2.1% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 16.62% | 70.18%-53.6pp | 57.82%-41.2pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,233 | $2,918-23.5% | $2,555-12.6% | $4,299-48.1% |
| Participant deferral / active EE | $7,208 | $5,230+37.8% | $4,581+57.3% | $6,507+10.8% |
| Admin fee / account holder | $1,031 | $9,693-89.4% | $8,261-87.5% | $12,624-91.8% |