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 | $155,921 | $109,817+42.0% | $98,442+58.4% | $167,490-6.9% |
| Participation rate | 77.8% | 75.8%+2.0pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 16.70% | 1956.69%-1940.0pp | 1492.73%-1476.0pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,410 | $3,224-25.3% | $2,960-18.6% | $4,837-50.2% |
| Participant deferral / active EE | $7,264 | $4,673+55.4% | $4,276+69.9% | $6,341+14.5% |
| Admin fee / account holder | $761 | $6,753-88.7% | $5,949-87.2% | $12,309-93.8% |