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 | $49,375 | $70,756-30.2% | $65,493-24.6% | $142,382-65.3% |
| Participation rate | 77.8% | 77.4%+0.4pp | 73.1%+4.7pp | 80.1%-2.3pp |
| Annual return | 16.02% | 1754.89%-1738.9pp | 982.45%-966.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,126 | $2,881+8.5% | $2,574+21.5% | $4,299-27.3% |
| Participant deferral / active EE | $9,556 | $4,637+106.1% | $3,961+141.2% | $6,507+46.8% |
| Admin fee / account holder | $587 | $6,559-91.1% | $5,028-88.3% | $12,624-95.4% |