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 | $89,143 | $85,766+3.9% | $136,294-34.6% | $70,131+27.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 31.03% | 31.45%-0.4pp | 5155.94%-5124.9pp | 73.14%-42.1pp |
| Employer contribution / active EE | $4,209 | $2,966+41.9% | $4,695-10.4% | $2,342+79.7% |
| Participant deferral / active EE | $9,095 | $5,051+80.1% | $6,247+45.6% | $3,332+173.0% |
| Admin fee / account holder | $2,011 | $5,420-62.9% | $9,243-78.2% | $4,645-56.7% |