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 10-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 | $81,576 | $96,305-15.3% | $80,569+1.2% | $139,434-41.5% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 20.36% | 1350.08%-1329.7pp | 935.43%-915.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $2,275 | $3,262-30.3% | $2,723-16.5% | $4,751-52.1% |
| Participant deferral / active EE | $6,027 | $5,232+15.2% | $4,447+35.5% | $6,710-10.2% |
| Admin fee / account holder | $3,299 | $6,599-50.0% | $5,377-38.7% | $11,403-71.1% |