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 7-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 | $152,232 | $74,888+103.3% | $71,209+113.8% | $142,382+6.9% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 14.10% | 345.14%-331.0pp | 282.51%-268.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,420 | $2,854-15.2% | $2,721-11.1% | $4,299-43.7% |
| Participant deferral / active EE | $5,400 | $4,454+21.2% | $4,175+29.3% | $6,507-17.0% |
| Admin fee / account holder | $25,689 | $5,568+361.3% | $5,349+380.3% | $12,624+103.5% |