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 | $85,776 | $88,751-3.4% | $81,812+4.8% | $145,922-41.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.49% | 1025.40%-1012.9pp | 773.79%-761.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,909 | $3,083+26.8% | $2,912+34.2% | $4,660-16.1% |
| Participant deferral / active EE | $3,543 | $4,643-23.7% | $4,319-18.0% | $6,688-47.0% |
| Admin fee / account holder | $3,046 | $8,415-63.8% | $7,386-58.8% | $13,397-77.3% |