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 | $106,748 | $99,652+7.1% | $78,778+35.5% | $147,584-27.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.02% | 47.28%-34.3pp | 35.62%-22.6pp | 578.55%-565.5pp |
| Employer contribution / active EE | $2,971 | $2,796+6.3% | $1,986+49.6% | $4,876-39.1% |
| Participant deferral / active EE | $2,328 | $3,664-36.5% | $2,958-21.3% | $5,439-57.2% |
| Admin fee / account holder | $3,709 | $7,155-48.2% | $5,134-27.8% | $10,885-65.9% |