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 | $177,124 | $102,616+72.6% | $81,983+116.0% | $158,922+11.5% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.2%+14.1pp | 82.0%+1.4pp |
| Annual return | 59.90% | 61.04%-1.1pp | 41.31%+18.6pp | 302.83%-242.9pp |
| Employer contribution / active EE | $1,970 | $3,240-39.2% | $2,498-21.1% | $4,761-58.6% |
| Participant deferral / active EE | $5,954 | $4,648+28.1% | $3,722+60.0% | $5,982-0.5% |
| Admin fee / account holder | $408 | $8,235-95.0% | $5,664-92.8% | $11,246-96.4% |