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 | $167,292 | $118,427+41.3% | $66,042+153.3% | $142,382+17.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 12.83% | 35.57%-22.7pp | 52.11%-39.3pp | 217.08%-204.2pp |
| Employer contribution / active EE | $563 | $2,570-78.1% | $1,579-64.3% | $4,299-86.9% |
| Participant deferral / active EE | $563 | $4,311-86.9% | $2,835-80.1% | $6,507-91.3% |
| Admin fee / account holder | $9,474 | $9,593-1.2% | $5,747+64.9% | $12,624-25.0% |