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 | $97,125+49.7% | $86,233+68.6% | $137,256+5.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 16.62% | 74.19%-57.6pp | 61.39%-44.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,233 | $2,841-21.4% | $2,504-10.8% | $4,156-46.3% |
| Participant deferral / active EE | $7,208 | $5,180+39.2% | $4,559+58.1% | $6,407+12.5% |
| Admin fee / account holder | $1,031 | $9,725-89.4% | $8,342-87.6% | $12,270-91.6% |