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 | $96,169 | $48,795+97.1% | $65,493+46.8% | $84,808+13.4% |
| Participation rate | 78.8% | 67.0%+11.8pp | 73.1%+5.7pp | 68.3%+10.5pp |
| Annual return | 15.92% | 20.20%-4.3pp | 982.45%-966.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $8,027 | $1,930+316.0% | $2,574+211.8% | $2,631+205.1% |
| Participant deferral / active EE | $2,670 | $2,928-8.8% | $3,961-32.6% | $4,212-36.6% |
| Admin fee / account holder | $5,200 | $3,877+34.1% | $5,028+3.4% | $7,344-29.2% |