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 | $99,670 | $88,751+12.3% | $81,812+21.8% | $145,922-31.7% |
| Participation rate | 76.5% | 75.0%+1.4pp | 72.3%+4.1pp | 80.3%-3.8pp |
| Annual return | 11.77% | 1025.40%-1013.6pp | 773.79%-762.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,694 | $3,083+19.8% | $2,912+26.8% | $4,660-20.7% |
| Participant deferral / active EE | $5,497 | $4,643+18.4% | $4,319+27.3% | $6,688-17.8% |
| Admin fee / account holder | $4,336 | $8,415-48.5% | $7,386-41.3% | $13,397-67.6% |