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 | $64,039 | $104,486-38.7% | $76,817-16.6% | $152,861-58.1% |
| Participation rate | 78.9% | 76.6%+2.4pp | 72.1%+6.9pp | 82.4%-3.5pp |
| Annual return | 15.77% | 1013.37%-997.6pp | 1166.11%-1150.3pp | 345.32%-329.6pp |
| Employer contribution / active EE | $972 | $3,116-68.8% | $2,302-57.8% | $4,762-79.6% |
| Participant deferral / active EE | $3,547 | $4,236-16.3% | $3,336+6.3% | $5,850-39.4% |
| Admin fee / account holder | $719 | $12,275-94.1% | $6,420-88.8% | $11,596-93.8% |