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 | $134,100 | $99,877+34.3% | $84,966+57.8% | $145,922-8.1% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 10.05% | 83.76%-73.7pp | 66.38%-56.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $15,937 | $3,231+393.2% | $2,727+484.4% | $4,660+242.0% |
| Participant deferral / active EE | $1,252 | $5,291-76.3% | $4,519-72.3% | $6,688-81.3% |
| Admin fee / account holder | $642 | $7,248-91.1% | $6,149-89.6% | $13,397-95.2% |