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 | $163,130 | $198,466-17.8% | $170,442-4.3% | $147,584+10.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.38% | 257.29%-247.9pp | 205.93%-196.6pp | 578.55%-569.2pp |
| Employer contribution / active EE | $8,837 | $6,184+42.9% | $5,433+62.7% | $4,876+81.2% |
| Participant deferral / active EE | $4,612 | $5,629-18.1% | $4,939-6.6% | $5,439-15.2% |
| Admin fee / account holder | $2,147 | $16,852-87.3% | $13,880-84.5% | $10,885-80.3% |