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 | $65,565 | $48,795+34.4% | $65,493+0.1% | $84,808-22.7% |
| Participation rate | 76.9% | 67.0%+9.9pp | 73.1%+3.8pp | 68.3%+8.6pp |
| Annual return | 15.72% | 20.20%-4.5pp | 982.45%-966.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $6,334 | $1,930+228.2% | $2,574+146.0% | $2,631+140.7% |
| Participant deferral / active EE | $3,136 | $2,928+7.1% | $3,961-20.8% | $4,212-25.6% |
| Admin fee / account holder | $313 | $3,877-91.9% | $5,028-93.8% | $7,344-95.7% |