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 | $156,162 | $102,604+52.2% | $86,188+81.2% | $139,434+12.0% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.0%+22.7pp | 80.3%+11.3pp |
| Annual return | 9.89% | 1922.51%-1912.6pp | 1168.45%-1158.6pp | 372.94%-363.1pp |
| Employer contribution / active EE | $719 | $3,032-76.3% | $2,380-69.8% | $4,751-84.9% |
| Participant deferral / active EE | $5,083 | $4,676+8.7% | $3,985+27.5% | $6,710-24.3% |
| Admin fee / account holder | $3,556 | $8,657-58.9% | $6,852-48.1% | $11,403-68.8% |