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 6-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 | $81,571 | $68,097+19.8% | $62,929+29.6% | $137,256-40.6% |
| Participation rate | 88.9% | 77.4%+11.4pp | 73.1%+15.8pp | 80.0%+8.9pp |
| Annual return | 18.87% | 1859.11%-1840.2pp | 1063.93%-1045.1pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,049 | $2,811+8.5% | $2,505+21.7% | $4,156-26.6% |
| Participant deferral / active EE | $6,953 | $4,553+52.7% | $3,888+78.8% | $6,407+8.5% |
| Admin fee / account holder | $553 | $6,521-91.5% | $5,065-89.1% | $12,270-95.5% |