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 | $97,754 | $88,751+10.1% | $81,812+19.5% | $145,922-33.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.92% | 1025.40%-1012.5pp | 773.79%-760.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,467 | $3,083-52.4% | $2,912-49.6% | $4,660-68.5% |
| Participant deferral / active EE | $4,430 | $4,643-4.6% | $4,319+2.6% | $6,688-33.8% |
| Admin fee / account holder | $339 | $8,415-96.0% | $7,386-95.4% | $13,397-97.5% |