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 8-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 | $149,584 | $105,126+42.3% | $94,646+58.0% | $139,434+7.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.98% | 38.03%-23.1pp | 156.71%-141.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $5,241 | $4,106+27.7% | $3,672+42.7% | $4,751+10.3% |
| Participant deferral / active EE | $19,219 | $7,599+152.9% | $7,418+159.1% | $6,710+186.4% |
| Admin fee / account holder | $1,161 | $8,984-87.1% | $7,231-83.9% | $11,403-89.8% |