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 10-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 | $198,522 | $99,020+100.5% | $86,590+129.3% | $147,584+34.5% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 26.96% | 1312.34%-1285.4pp | 964.84%-937.9pp | 578.55%-551.6pp |
| Employer contribution / active EE | $1,599 | $3,132-48.9% | $2,839-43.7% | $4,876-67.2% |
| Participant deferral / active EE | $5,190 | $3,972+30.7% | $3,609+43.8% | $5,439-4.6% |
| Admin fee / account holder | $468 | $5,710-91.8% | $4,906-90.5% | $10,885-95.7% |