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 | $176,051 | $155,788+13.0% | $124,672+41.2% | $167,490+5.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 23.61% | 17.97%+5.6pp | 5142.93%-5119.3pp | 478.56%-454.9pp |
| Employer contribution / active EE | $2,342 | $4,163-43.7% | $3,324-29.5% | $4,837-51.6% |
| Participant deferral / active EE | $18,065 | $5,673+218.4% | $4,614+291.5% | $6,341+184.9% |
| Admin fee / account holder | $851 | $9,531-91.1% | $7,493-88.6% | $12,309-93.1% |