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 | $156,420 | $102,317+52.9% | $146,958+6.4% | $80,856+93.5% |
| Participation rate | 73.1% | 75.8%-2.8pp | 82.2%-9.1pp | 67.6%+5.4pp |
| Annual return | 16.48% | 134.76%-118.3pp | 418.34%-401.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $3,396 | $3,713-8.5% | $4,933-31.2% | $2,755+23.3% |
| Participant deferral / active EE | $10,279 | $6,644+54.7% | $8,070+27.4% | $4,296+139.3% |
| Admin fee / account holder | $5,716 | $7,941-28.0% | $12,998-56.0% | $6,918-17.4% |