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 | $81,436 | $96,305-15.4% | $80,569+1.1% | $139,434-41.6% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 14.90% | 1350.08%-1335.2pp | 935.43%-920.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,007 | $3,262-38.5% | $2,723-26.3% | $4,751-57.8% |
| Participant deferral / active EE | $5,679 | $5,232+8.6% | $4,447+27.7% | $6,710-15.4% |
| Admin fee / account holder | $2,558 | $6,599-61.2% | $5,377-52.4% | $11,403-77.6% |