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 | $92,334 | $106,890-13.6% | $84,015+9.9% | $152,861-39.6% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 21.61% | 104.99%-83.4pp | 71.31%-49.7pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,888 | $2,734-31.0% | $1,983-4.8% | $4,762-60.4% |
| Participant deferral / active EE | $5,817 | $4,011+45.0% | $3,239+79.6% | $5,850-0.6% |
| Admin fee / account holder | $5,043 | $8,285-39.1% | $6,101-17.3% | $11,596-56.5% |