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 6-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 | $68,371 | $101,499-32.6% | $147,005-53.5% | $74,546-8.3% |
| Participation rate | 79.4% | 75.5%+3.8pp | 82.2%-2.8pp | 67.2%+12.2pp |
| Annual return | 22.92% | 8732.34%-8709.4pp | 418.76%-395.8pp | 1366.03%-1343.1pp |
| Employer contribution / active EE | $3,602 | $3,811-5.5% | $4,934-27.0% | $2,624+37.3% |
| Participant deferral / active EE | $8,615 | $7,304+18.0% | $8,070+6.8% | $4,347+98.2% |
| Admin fee / account holder | $2,018 | $1,748+15.5% | $13,006-84.5% | $1,944+3.8% |