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 | $161,169 | $123,909+30.1% | $69,647+131.4% | $145,922+10.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 9.91% | 190.55%-180.6pp | 100.48%-90.6pp | 561.29%-551.4pp |
| Employer contribution / active EE | $984 | $2,682-63.3% | $1,712-42.6% | $4,660-78.9% |
| Participant deferral / active EE | $5,653 | $4,236+33.5% | $2,886+95.9% | $6,688-15.5% |
| Admin fee / account holder | $4,811 | $7,863-38.8% | $4,713+2.1% | $13,397-64.1% |