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 3-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 | $189,566 | $88,751+113.6% | $81,812+131.7% | $145,922+29.9% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 11.34% | 1025.40%-1014.1pp | 773.79%-762.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,736 | $3,083-11.3% | $2,912-6.1% | $4,660-41.3% |
| Participant deferral / active EE | $6,351 | $4,643+36.8% | $4,319+47.1% | $6,688-5.0% |
| Admin fee / account holder | $3,527 | $8,415-58.1% | $7,386-52.3% | $13,397-73.7% |