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 | $170,975 | $92,222+85.4% | $76,768+122.7% | $135,375+26.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 10.62% | 5.46%+5.2pp | 2.43%+8.2pp | 519.73%-509.1pp |
| Employer contribution / active EE | $905 | $3,216-71.9% | $2,485-63.6% | $4,779-81.1% |
| Participant deferral / active EE | $4,906 | $4,509+8.8% | $3,852+27.4% | $5,609-12.5% |
| Admin fee / account holder | $567 | $10,748-94.7% | $6,675-91.5% | $10,827-94.8% |