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 | $170,815 | $102,604+66.5% | $86,188+98.2% | $139,434+22.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 10.94% | 1922.51%-1911.6pp | 1168.45%-1157.5pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,422 | $3,032-20.1% | $2,380+1.8% | $4,751-49.0% |
| Participant deferral / active EE | $3,932 | $4,676-15.9% | $3,985-1.3% | $6,710-41.4% |
| Admin fee / account holder | $22,438 | $8,657+159.2% | $6,852+227.5% | $11,403+96.8% |