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 | $79,137 | $100,852-21.5% | $90,404-12.5% | $158,922-50.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 14.00% | 1724.20%-1710.2pp | 1293.02%-1279.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $2,212 | $3,689-40.0% | $3,262-32.2% | $4,761-53.6% |
| Participant deferral / active EE | $6,165 | $4,348+41.8% | $3,963+55.6% | $5,982+3.1% |
| Admin fee / account holder | $113,587 | $6,501+1647.2% | $5,611+1924.4% | $11,246+910.0% |