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 10-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 | $86,172 | $88,751-2.9% | $81,812+5.3% | $145,922-40.9% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.3%+22.9pp | 80.3%+15.0pp |
| Annual return | 19.45% | 1025.40%-1005.9pp | 773.79%-754.3pp | 561.29%-541.8pp |
| Employer contribution / active EE | $2,875 | $3,083-6.8% | $2,912-1.3% | $4,660-38.3% |
| Participant deferral / active EE | $5,639 | $4,643+21.5% | $4,319+30.6% | $6,688-15.7% |
| Admin fee / account holder | $1,106 | $8,415-86.9% | $7,386-85.0% | $13,397-91.7% |