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 | $151,604 | $100,852+50.3% | $90,404+67.7% | $158,922-4.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.36% | 1724.20%-1706.8pp | 1293.02%-1275.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $3,701 | $3,689+0.3% | $3,262+13.5% | $4,761-22.3% |
| Participant deferral / active EE | $7,404 | $4,348+70.3% | $3,963+86.8% | $5,982+23.8% |
| Admin fee / account holder | $1,819 | $6,501-72.0% | $5,611-67.6% | $11,246-83.8% |