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 | $97,522 | $112,096-13.0% | $95,952+1.6% | $158,922-38.6% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 23.37% | 171.09%-147.7pp | 91.61%-68.2pp | 302.83%-279.5pp |
| Employer contribution / active EE | $12,654 | $3,198+295.7% | $2,541+398.0% | $4,761+165.8% |
| Participant deferral / active EE | $6,210 | $4,784+29.8% | $4,167+49.0% | $5,982+3.8% |
| Admin fee / account holder | $1,423 | $10,130-86.0% | $6,795-79.1% | $11,246-87.3% |