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 | $70,138 | $96,305-27.2% | $80,569-12.9% | $139,434-49.7% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 10.44% | 1350.08%-1339.6pp | 935.43%-925.0pp | 372.94%-362.5pp |
| Employer contribution / active EE | $2,011 | $3,262-38.4% | $2,723-26.2% | $4,751-57.7% |
| Participant deferral / active EE | $7,802 | $5,232+49.1% | $4,447+75.4% | $6,710+16.3% |
| Admin fee / account holder | $2,514 | $6,599-61.9% | $5,377-53.2% | $11,403-78.0% |