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 | $167,163 | $107,791+55.1% | $90,645+84.4% | $135,375+23.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 9.56% | -0.90%+10.5pp | 1.88%+7.7pp | 519.73%-510.2pp |
| Employer contribution / active EE | $1,311 | $3,018-56.6% | $2,532-48.2% | $4,779-72.6% |
| Participant deferral / active EE | $6,095 | $3,872+57.4% | $3,425+78.0% | $5,609+8.7% |
| Admin fee / account holder | $2,829 | $5,930-52.3% | $4,994-43.3% | $10,827-73.9% |