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 | $166,025 | $112,881+47.1% | $90,951+82.5% | $158,922+4.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 7.36% | 215.79%-208.4pp | 134.60%-127.2pp | 302.83%-295.5pp |
| Employer contribution / active EE | $4,255 | $2,893+47.1% | $2,122+100.5% | $4,761-10.6% |
| Participant deferral / active EE | $6,259 | $4,128+51.6% | $3,373+85.6% | $5,982+4.6% |
| Admin fee / account holder | $1,631 | $8,041-79.7% | $5,959-72.6% | $11,246-85.5% |