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 | $173,210 | $99,918+73.4% | $81,382+112.8% | $145,922+18.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.11% | 34.32%-26.2pp | 24.73%-16.6pp | 561.29%-553.2pp |
| Employer contribution / active EE | $909 | $2,978-69.5% | $2,463-63.1% | $4,660-80.5% |
| Participant deferral / active EE | $4,046 | $4,605-12.1% | $3,883+4.2% | $6,688-39.5% |
| Admin fee / account holder | $5,320 | $8,212-35.2% | $5,768-7.8% | $13,397-60.3% |