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 5-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 | $82,266 | $185,822-55.7% | $169,993-51.6% | $139,434-41.0% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 46.11% | 60.50%-14.4pp | 53.37%-7.3pp | 372.94%-326.8pp |
| Employer contribution / active EE | $5,199 | $7,590-31.5% | $6,785-23.4% | $4,751+9.4% |
| Participant deferral / active EE | $15,009 | $11,622+29.1% | $10,408+44.2% | $6,710+123.7% |
| Admin fee / account holder | $591 | $15,381-96.2% | $12,815-95.4% | $11,403-94.8% |