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 7-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 | $89,508 | $83,902+6.7% | $167,512-46.6% | $84,808+5.5% |
| Participation rate | 92.0% | 66.5%+25.5pp | 77.1%+14.9pp | 68.3%+23.7pp |
| Annual return | 18.50% | 91.55%-73.0pp | 1615.79%-1597.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $4,161 | $2,264+83.8% | $3,882+7.2% | $2,631+58.1% |
| Participant deferral / active EE | $10,328 | $4,442+132.5% | $6,405+61.3% | $4,212+145.2% |
| Admin fee / account holder | $2,771 | $7,915-65.0% | $9,769-71.6% | $7,344-62.3% |