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 6-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 | $76,966 | $55,415+38.9% | $155,509-50.5% | $74,495+3.3% |
| Participation rate | 79.6% | 61.9%+17.7pp | 78.2%+1.4pp | 67.2%+12.4pp |
| Annual return | 11.50% | 268.50%-257.0pp | 64.67%-53.2pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,751 | $2,267-22.8% | $4,672-62.5% | $2,623-33.2% |
| Participant deferral / active EE | $5,255 | $2,836+85.3% | $5,626-6.6% | $4,346+20.9% |
| Admin fee / account holder | $1,510 | $1,738-13.1% | $15,912-90.5% | $1,942-22.2% |