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 | $135,109 | $88,751+52.2% | $81,812+65.1% | $145,922-7.4% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.3%+22.4pp | 80.3%+14.5pp |
| Annual return | 10.71% | 1025.40%-1014.7pp | 773.79%-763.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,261 | $3,083+5.8% | $2,912+12.0% | $4,660-30.0% |
| Participant deferral / active EE | $4,303 | $4,643-7.3% | $4,319-0.4% | $6,688-35.7% |
| Admin fee / account holder | $7,629 | $8,415-9.3% | $7,386+3.3% | $13,397-43.1% |