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 | $84,277 | $88,751-5.0% | $81,812+3.0% | $145,922-42.2% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.3%+0.4pp | 80.3%-7.5pp |
| Annual return | 40.71% | 1025.40%-984.7pp | 773.79%-733.1pp | 561.29%-520.6pp |
| Employer contribution / active EE | $3,770 | $3,083+22.3% | $2,912+29.5% | $4,660-19.1% |
| Participant deferral / active EE | $4,588 | $4,643-1.2% | $4,319+6.2% | $6,688-31.4% |
| Admin fee / account holder | $1,630 | $8,415-80.6% | $7,386-77.9% | $13,397-87.8% |