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 5-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 | $145,113 | $88,751+63.5% | $81,812+77.4% | $145,922-0.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.09% | 1025.40%-1008.3pp | 773.79%-756.7pp | 561.29%-544.2pp |
| Employer contribution / active EE | $3,629 | $3,083+17.7% | $2,912+24.6% | $4,660-22.1% |
| Participant deferral / active EE | $8,200 | $4,643+76.6% | $4,319+89.9% | $6,688+22.6% |
| Admin fee / account holder | $2,315 | $8,415-72.5% | $7,386-68.7% | $13,397-82.7% |