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 5-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 | $97,318 | $88,751+9.7% | $81,812+19.0% | $145,922-33.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 12.56% | 1025.40%-1012.8pp | 773.79%-761.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,757 | $3,083-43.0% | $2,912-39.7% | $4,660-62.3% |
| Participant deferral / active EE | $10,097 | $4,643+117.5% | $4,319+133.8% | $6,688+51.0% |
| Admin fee / account holder | $1,537 | $8,415-81.7% | $7,386-79.2% | $13,397-88.5% |