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 | $84,097 | $70,756+18.9% | $65,493+28.4% | $142,382-40.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.58% | 1754.89%-1741.3pp | 982.45%-968.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,292 | $2,881-55.1% | $2,574-49.8% | $4,299-69.9% |
| Participant deferral / active EE | $3,731 | $4,637-19.6% | $3,961-5.8% | $6,507-42.7% |
| Admin fee / account holder | $8,453 | $6,559+28.9% | $5,028+68.1% | $12,624-33.0% |