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 | $64,139 | $96,635-33.6% | $86,612-25.9% | $139,434-54.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.47% | 106.41%-91.9pp | 591.07%-576.6pp | 372.94%-358.5pp |
| Employer contribution / active EE | $4,326 | $3,263+32.6% | $3,022+43.1% | $4,751-8.9% |
| Participant deferral / active EE | $4,537 | $4,836-6.2% | $4,438+2.2% | $6,710-32.4% |
| Admin fee / account holder | $2,942 | $6,408-54.1% | $5,614-47.6% | $11,403-74.2% |