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 6-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 | $89,155 | $101,317-12.0% | $146,958-39.3% | $74,495+19.7% |
| Participation rate | 78.9% | 75.5%+3.3pp | 82.2%-3.3pp | 67.2%+11.7pp |
| Annual return | 15.32% | 8730.91%-8715.6pp | 418.34%-403.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $2,876 | $3,810-24.5% | $4,933-41.7% | $2,623+9.6% |
| Participant deferral / active EE | $7,481 | $7,303+2.4% | $8,070-7.3% | $4,346+72.1% |
| Admin fee / account holder | $1,183 | $1,739-32.0% | $12,998-90.9% | $1,942-39.1% |