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 | $87,427 | $88,751-1.5% | $81,812+6.9% | $145,922-40.1% |
| Participation rate | 72.2% | 75.0%-2.8pp | 72.3%-0.1pp | 80.3%-8.1pp |
| Annual return | 14.71% | 1025.40%-1010.7pp | 773.79%-759.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,993 | $3,083-35.4% | $2,912-31.6% | $4,660-57.2% |
| Participant deferral / active EE | $5,364 | $4,643+15.5% | $4,319+24.2% | $6,688-19.8% |
| Admin fee / account holder | $2,113 | $8,415-74.9% | $7,386-71.4% | $13,397-84.2% |