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 | $108,324 | $185,200-41.5% | $142,863-24.2% | $167,490-35.3% |
| Participation rate | 80.0% | 78.4%+1.6pp | 71.9%+8.1pp | 82.1%-2.1pp |
| Annual return | 12.66% | 8555.70%-8543.0pp | 5637.54%-5624.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $1,899 | $5,604-66.1% | $4,144-54.2% | $4,837-60.8% |
| Participant deferral / active EE | $4,676 | $4,494+4.0% | $3,837+21.9% | $6,341-26.3% |
| Admin fee / account holder | $876 | $8,031-89.1% | $6,560-86.6% | $12,309-92.9% |