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 | $85,799 | $102,966-16.7% | $90,281-5.0% | $152,861-43.9% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 14.51% | 95.16%-80.7pp | 78.10%-63.6pp | 345.32%-330.8pp |
| Employer contribution / active EE | $2,833 | $3,139-9.7% | $2,854-0.7% | $4,762-40.5% |
| Participant deferral / active EE | $8,922 | $4,281+108.4% | $3,885+129.6% | $5,850+52.5% |
| Admin fee / account holder | $509 | $6,171-91.8% | $5,351-90.5% | $11,596-95.6% |