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 | $86,128 | $57,281+50.4% | $86,612-0.6% | $75,163+14.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 15.93% | 2670.75%-2654.8pp | 591.07%-575.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $8,947 | $2,314+286.6% | $3,022+196.0% | $2,670+235.1% |
| Participant deferral / active EE | $8,857 | $3,318+167.0% | $4,438+99.6% | $4,125+114.7% |
| Admin fee / account holder | $7,373 | $4,112+79.3% | $5,614+31.3% | $5,651+30.5% |