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 8-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 | $89,984 | $83,902+7.2% | $167,512-46.3% | $84,808+6.1% |
| Participation rate | 88.6% | 66.5%+22.1pp | 77.1%+11.5pp | 68.3%+20.3pp |
| Annual return | 24.69% | 91.55%-66.9pp | 1615.79%-1591.1pp | 40.90%-16.2pp |
| Employer contribution / active EE | $3,199 | $2,264+41.3% | $3,882-17.6% | $2,631+21.6% |
| Participant deferral / active EE | $8,938 | $4,442+101.2% | $6,405+39.6% | $4,212+112.2% |
| Admin fee / account holder | $4,824 | $7,915-39.0% | $9,769-50.6% | $7,344-34.3% |