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 | $182,532 | $100,852+81.0% | $90,404+101.9% | $158,922+14.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.00% | 1724.20%-1718.2pp | 1293.02%-1287.0pp | 302.83%-296.8pp |
| Employer contribution / active EE | $8,118 | $3,689+120.1% | $3,262+148.9% | $4,761+70.5% |
| Participant deferral / active EE | $7,030 | $4,348+61.7% | $3,963+77.4% | $5,982+17.5% |
| Admin fee / account holder | $592 | $6,501-90.9% | $5,611-89.4% | $11,246-94.7% |