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 | $93,836 | $102,604-8.5% | $86,188+8.9% | $139,434-32.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 17.18% | 1922.51%-1905.3pp | 1168.45%-1151.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $4,371 | $3,032+44.2% | $2,380+83.7% | $4,751-8.0% |
| Participant deferral / active EE | $5,120 | $4,676+9.5% | $3,985+28.5% | $6,710-23.7% |
| Admin fee / account holder | $858 | $8,657-90.1% | $6,852-87.5% | $11,403-92.5% |