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 | $134,896 | $111,724+20.7% | $93,606+44.1% | $145,922-7.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 27.57% | 202.98%-175.4pp | 133.20%-105.6pp | 561.29%-533.7pp |
| Employer contribution / active EE | $8,957 | $3,090+189.9% | $2,420+270.2% | $4,660+92.2% |
| Participant deferral / active EE | $15,853 | $4,912+222.8% | $4,411+259.4% | $6,688+137.0% |
| Admin fee / account holder | $1,438 | $10,250-86.0% | $8,285-82.6% | $13,397-89.3% |