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 10-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 | $85,066 | $96,305-11.7% | $80,569+5.6% | $139,434-39.0% |
| Participation rate | 89.5% | 73.6%+15.8pp | 67.0%+22.5pp | 80.3%+9.2pp |
| Annual return | 32.54% | 1350.08%-1317.5pp | 935.43%-902.9pp | 372.94%-340.4pp |
| Employer contribution / active EE | $2,255 | $3,262-30.9% | $2,723-17.2% | $4,751-52.5% |
| Participant deferral / active EE | $5,719 | $5,232+9.3% | $4,447+28.6% | $6,710-14.8% |
| Admin fee / account holder | $2,945 | $6,599-55.4% | $5,377-45.2% | $11,403-74.2% |