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 | $58,651 | $81,625-28.1% | $58,482+0.3% | $139,434-57.9% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 17.85% | 7404.20%-7386.3pp | 4239.32%-4221.5pp | 372.94%-355.1pp |
| Employer contribution / active EE | $7,663 | $1,398+448.1% | $1,053+627.6% | $4,751+61.3% |
| Participant deferral / active EE | $12,788 | $2,557+400.2% | $1,924+564.7% | $6,710+90.6% |
| Admin fee / account holder | $1,241 | $3,265-62.0% | $2,516-50.7% | $11,403-89.1% |