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 8-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 | $147,936 | $102,604+44.2% | $86,188+71.6% | $139,434+6.1% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.0%+23.3pp | 80.3%+12.0pp |
| Annual return | 14.14% | 1922.51%-1908.4pp | 1168.45%-1154.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,253 | $3,032+7.3% | $2,380+36.7% | $4,751-31.5% |
| Participant deferral / active EE | $7,871 | $4,676+68.3% | $3,985+97.5% | $6,710+17.3% |
| Admin fee / account holder | $3,058 | $8,657-64.7% | $6,852-55.4% | $11,403-73.2% |