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 | $66,190 | $88,751-25.4% | $81,812-19.1% | $145,922-54.6% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 14.20% | 1025.40%-1011.2pp | 773.79%-759.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,414 | $3,083+10.7% | $2,912+17.2% | $4,660-26.7% |
| Participant deferral / active EE | $6,507 | $4,643+40.1% | $4,319+50.7% | $6,688-2.7% |
| Admin fee / account holder | $1,120 | $8,415-86.7% | $7,386-84.8% | $13,397-91.6% |