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 | $140,917 | $112,096+25.7% | $95,952+46.9% | $158,922-11.3% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 15.17% | 171.09%-155.9pp | 91.61%-76.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,672 | $3,198-47.7% | $2,541-34.2% | $4,761-64.9% |
| Participant deferral / active EE | $6,588 | $4,784+37.7% | $4,167+58.1% | $5,982+10.1% |
| Admin fee / account holder | $360 | $10,130-96.4% | $6,795-94.7% | $11,246-96.8% |