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 | $162,421 | $108,919+49.1% | $100,391+61.8% | $145,922+11.3% |
| Participation rate | 88.9% | 82.9%+6.0pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 12.25% | 57.88%-45.6pp | 49.20%-36.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $12,665 | $4,419+186.6% | $3,942+221.3% | $4,660+171.8% |
| Participant deferral / active EE | $11,129 | $8,445+31.8% | $8,082+37.7% | $6,688+66.4% |
| Admin fee / account holder | $2,261 | $9,689-76.7% | $7,899-71.4% | $13,397-83.1% |