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 10-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 | $187,890 | $88,751+111.7% | $81,812+129.7% | $145,922+28.8% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.3%+1.0pp | 80.3%-6.9pp |
| Annual return | 20.55% | 1025.40%-1004.8pp | 773.79%-753.2pp | 561.29%-540.7pp |
| Employer contribution / active EE | $2,204 | $3,083-28.5% | $2,912-24.3% | $4,660-52.7% |
| Participant deferral / active EE | $4,876 | $4,643+5.0% | $4,319+12.9% | $6,688-27.1% |
| Admin fee / account holder | $41,611 | $8,415+394.5% | $7,386+463.4% | $13,397+210.6% |