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 | $77,089 | $99,877-22.8% | $84,966-9.3% | $145,922-47.2% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 14.80% | 83.76%-69.0pp | 66.38%-51.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,360 | $3,231-27.0% | $2,727-13.5% | $4,660-49.4% |
| Participant deferral / active EE | $7,441 | $5,291+40.6% | $4,519+64.6% | $6,688+11.3% |
| Admin fee / account holder | $11,772 | $7,248+62.4% | $6,149+91.5% | $13,397-12.1% |