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 9-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 | $148,259 | $99,020+49.7% | $86,590+71.2% | $147,584+0.5% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 15.45% | 1312.34%-1296.9pp | 964.84%-949.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $3,787 | $3,132+20.9% | $2,839+33.4% | $4,876-22.3% |
| Participant deferral / active EE | $9,328 | $3,972+134.8% | $3,609+158.5% | $5,439+71.5% |
| Admin fee / account holder | $25,895 | $5,710+353.5% | $4,906+427.9% | $10,885+137.9% |