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 | $95,019 | $111,724-15.0% | $93,606+1.5% | $145,922-34.9% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 11.56% | 202.98%-191.4pp | 133.20%-121.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,925 | $3,090-37.7% | $2,420-20.5% | $4,660-58.7% |
| Participant deferral / active EE | $4,802 | $4,912-2.2% | $4,411+8.9% | $6,688-28.2% |
| Admin fee / account holder | $19,272 | $10,250+88.0% | $8,285+132.6% | $13,397+43.9% |