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 | $82,937 | $101,317-18.1% | $146,958-43.6% | $74,495+11.3% |
| Participation rate | 75.2% | 75.5%-0.3pp | 82.2%-6.9pp | 67.2%+8.0pp |
| Annual return | 16.04% | 8730.91%-8714.9pp | 418.34%-402.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $3,680 | $3,810-3.4% | $4,933-25.4% | $2,623+40.3% |
| Participant deferral / active EE | $9,239 | $7,303+26.5% | $8,070+14.5% | $4,346+112.6% |
| Admin fee / account holder | $3,896 | $1,739+124.0% | $12,998-70.0% | $1,942+100.6% |