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 | $166,710 | $150,440+10.8% | $136,294+22.3% | $147,584+13.0% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 17.72% | 1049.08%-1031.4pp | 5155.94%-5138.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,076 | $5,256-60.5% | $4,695-55.8% | $4,876-57.4% |
| Participant deferral / active EE | $3,238 | $6,630-51.2% | $6,247-48.2% | $5,439-40.5% |
| Admin fee / account holder | $47,507 | $10,905+335.6% | $9,243+414.0% | $10,885+336.4% |