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 | $164,154 | $109,817+49.5% | $98,442+66.8% | $167,490-2.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.59% | 1956.69%-1945.1pp | 1492.73%-1481.1pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,574 | $3,224-20.2% | $2,960-13.0% | $4,837-46.8% |
| Participant deferral / active EE | $6,395 | $4,673+36.9% | $4,276+49.6% | $6,341+0.9% |
| Admin fee / account holder | $500 | $6,753-92.6% | $5,949-91.6% | $12,309-95.9% |