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 | $183,741 | $99,877+84.0% | $84,966+116.3% | $145,922+25.9% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 13.75% | 83.76%-70.0pp | 66.38%-52.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,714 | $3,231-16.0% | $2,727-0.5% | $4,660-41.7% |
| Participant deferral / active EE | $8,630 | $5,291+63.1% | $4,519+91.0% | $6,688+29.0% |
| Admin fee / account holder | $1,374 | $7,248-81.0% | $6,149-77.7% | $13,397-89.7% |