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 | $86,995 | $99,020-12.1% | $86,590+0.5% | $147,584-41.1% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 17.39% | 1312.34%-1294.9pp | 964.84%-947.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,804 | $3,132-10.5% | $2,839-1.2% | $4,876-42.5% |
| Participant deferral / active EE | $4,721 | $3,972+18.8% | $3,609+30.8% | $5,439-13.2% |
| Admin fee / account holder | $419 | $5,710-92.7% | $4,906-91.5% | $10,885-96.2% |