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 8-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 | $42,920 | $96,635-55.6% | $86,612-50.4% | $139,434-69.2% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 18.15% | 106.41%-88.3pp | 591.07%-572.9pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,187 | $3,263-2.3% | $3,022+5.4% | $4,751-32.9% |
| Participant deferral / active EE | $5,941 | $4,836+22.9% | $4,438+33.9% | $6,710-11.5% |
| Admin fee / account holder | $2,257 | $6,408-64.8% | $5,614-59.8% | $11,403-80.2% |