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 | $99,802 | $84,696+17.8% | $75,696+31.8% | $167,490-40.4% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.8%+20.8pp | 82.1%+13.5pp |
| Annual return | 62.10% | 199.36%-137.3pp | 104.53%-42.4pp | 478.56%-416.5pp |
| Employer contribution / active EE | $5,632 | $3,230+74.4% | $2,743+105.3% | $4,837+16.4% |
| Participant deferral / active EE | $2,656 | $4,580-42.0% | $3,821-30.5% | $6,341-58.1% |
| Admin fee / account holder | $12,123 | $5,355+126.4% | $3,619+235.0% | $12,309-1.5% |