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 9-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 | $44,023 | $88,751-50.4% | $81,812-46.2% | $145,922-69.8% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 10.83% | 1025.40%-1014.6pp | 773.79%-763.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $8,481 | $3,083+175.1% | $2,912+191.2% | $4,660+82.0% |
| Participant deferral / active EE | $7,805 | $4,643+68.1% | $4,319+80.7% | $6,688+16.7% |
| Admin fee / account holder | $61,943 | $8,415+636.1% | $7,386+738.7% | $13,397+362.4% |