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 8-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 | $69,021 | $107,334-35.7% | $92,893-25.7% | $152,861-54.8% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 25.17% | 145.58%-120.4pp | 109.41%-84.2pp | 345.32%-320.1pp |
| Employer contribution / active EE | $3,420 | $4,221-19.0% | $3,653-6.4% | $4,762-28.2% |
| Participant deferral / active EE | $10,960 | $4,845+126.2% | $4,236+158.7% | $5,850+87.3% |
| Admin fee / account holder | $439 | $7,079-93.8% | $5,794-92.4% | $11,596-96.2% |