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 | $74,240 | $88,751-16.4% | $81,812-9.3% | $145,922-49.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.10% | 1025.40%-1015.3pp | 773.79%-763.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,362 | $3,083+9.0% | $2,912+15.4% | $4,660-27.9% |
| Participant deferral / active EE | $12,640 | $4,643+172.2% | $4,319+192.7% | $6,688+89.0% |
| Admin fee / account holder | $21,263 | $8,415+152.7% | $7,386+187.9% | $13,397+58.7% |