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 5-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 | $70,360 | $88,751-20.7% | $81,812-14.0% | $145,922-51.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 14.22% | 1025.40%-1011.2pp | 773.79%-759.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,625 | $3,083+17.6% | $2,912+24.5% | $4,660-22.2% |
| Participant deferral / active EE | $12,932 | $4,643+178.5% | $4,319+199.4% | $6,688+93.4% |
| Admin fee / account holder | $2,385 | $8,415-71.7% | $7,386-67.7% | $13,397-82.2% |