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 3-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 | $63,356 | $101,317-37.5% | $146,958-56.9% | $74,495-15.0% |
| Participation rate | 74.3% | 75.5%-1.2pp | 82.2%-7.9pp | 67.2%+7.1pp |
| Annual return | 23.39% | 8730.91%-8707.5pp | 418.34%-394.9pp | 1364.94%-1341.6pp |
| Employer contribution / active EE | $4,521 | $3,810+18.7% | $4,933-8.3% | $2,623+72.4% |
| Participant deferral / active EE | $8,995 | $7,303+23.2% | $8,070+11.5% | $4,346+107.0% |
| Admin fee / account holder | $8,505 | $1,739+389.1% | $12,998-34.6% | $1,942+338.0% |