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 | $153,025 | $112,096+36.5% | $95,952+59.5% | $158,922-3.7% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 7.64% | 171.09%-163.5pp | 91.61%-84.0pp | 302.83%-295.2pp |
| Employer contribution / active EE | $6,524 | $3,198+104.0% | $2,541+156.8% | $4,761+37.0% |
| Participant deferral / active EE | $6,419 | $4,784+34.2% | $4,167+54.1% | $5,982+7.3% |
| Admin fee / account holder | $6,063 | $10,130-40.1% | $6,795-10.8% | $11,246-46.1% |