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 | $92,574 | $98,750-6.3% | $149,696-38.2% | $79,858+15.9% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.5%-6.6pp | 69.6%+6.2pp |
| Annual return | 15.87% | 27.43%-11.6pp | 276.60%-260.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,771 | $3,216-13.8% | $4,644-40.3% | $2,471+12.2% |
| Participant deferral / active EE | $6,946 | $5,680+22.3% | $6,842+1.5% | $3,740+85.7% |
| Admin fee / account holder | $27,623 | $6,053+356.4% | $9,309+196.7% | $5,306+420.6% |