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 | $62,437 | $48,795+28.0% | $65,493-4.7% | $84,808-26.4% |
| Participation rate | 83.9% | 67.0%+16.9pp | 73.1%+10.8pp | 68.3%+15.6pp |
| Annual return | 16.76% | 20.20%-3.4pp | 982.45%-965.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $4,194 | $1,930+117.4% | $2,574+62.9% | $2,631+59.4% |
| Participant deferral / active EE | $6,430 | $2,928+119.6% | $3,961+62.3% | $4,212+52.7% |
| Admin fee / account holder | $595 | $3,877-84.7% | $5,028-88.2% | $7,344-91.9% |