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 | $91,729 | $76,738+19.5% | $56,411+62.6% | $145,922-37.1% |
| Participation rate | 72.2% | 63.2%+9.0pp | 52.5%+19.8pp | 80.3%-8.1pp |
| Annual return | 12.79% | 2994.23%-2981.4pp | 1701.33%-1688.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,862 | $1,380+35.0% | $1,039+79.3% | $4,660-60.0% |
| Participant deferral / active EE | $6,405 | $2,623+144.2% | $1,952+228.2% | $6,688-4.2% |
| Admin fee / account holder | $1,354 | $3,334-59.4% | $2,829-52.1% | $13,397-89.9% |