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 4-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 | $108,013 | $93,571+15.4% | $135,903-20.5% | $75,163+43.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 7716.57% | 30.90%+7685.7pp | 68.23%+7648.3pp | 160.62%+7556.0pp |
| Employer contribution / active EE | $2,206 | $3,537-37.6% | $4,856-54.6% | $2,670-17.4% |
| Participant deferral / active EE | $7,104 | $6,404+10.9% | $7,758-8.4% | $4,125+72.2% |
| Admin fee / account holder | $14,417 | $6,975+106.7% | $10,762+34.0% | $5,651+155.1% |