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 8-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 | $88,109 | $74,888+17.7% | $71,209+23.7% | $142,382-38.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 19.95% | 345.14%-325.2pp | 282.51%-262.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,867 | $2,854+70.5% | $2,721+78.9% | $4,299+13.2% |
| Participant deferral / active EE | $10,116 | $4,454+127.1% | $4,175+142.3% | $6,507+55.5% |
| Admin fee / account holder | $1,392 | $5,568-75.0% | $5,349-74.0% | $12,624-89.0% |