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 | $84,667 | $49,922+69.6% | $80,569+5.1% | $75,163+12.6% |
| Participation rate | 80.4% | 55.3%+25.1pp | 67.0%+13.4pp | 67.2%+13.2pp |
| Annual return | 16.96% | 34.69%-17.7pp | 935.43%-918.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,050 | $1,698+20.7% | $2,723-24.7% | $2,670-23.2% |
| Participant deferral / active EE | $7,254 | $2,990+142.6% | $4,447+63.1% | $4,125+75.8% |
| Admin fee / account holder | $738 | $3,577-79.4% | $5,377-86.3% | $5,651-86.9% |