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 5-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 | $139,803 | $81,625+71.3% | $58,482+139.1% | $139,434+0.3% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 18.25% | 7404.20%-7385.9pp | 4239.32%-4221.1pp | 372.94%-354.7pp |
| Employer contribution / active EE | $7,914 | $1,398+466.0% | $1,053+651.4% | $4,751+66.6% |
| Participant deferral / active EE | $5,775 | $2,557+125.9% | $1,924+200.2% | $6,710-13.9% |
| Admin fee / account holder | $4,343 | $3,265+33.0% | $2,516+72.6% | $11,403-61.9% |