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 | $160,949 | $102,317+57.3% | $146,958+9.5% | $80,856+99.1% |
| Participation rate | 75.4% | 75.8%-0.4pp | 82.2%-6.8pp | 67.6%+7.7pp |
| Annual return | 18.40% | 134.76%-116.4pp | 418.34%-399.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $3,003 | $3,713-19.1% | $4,933-39.1% | $2,755+9.0% |
| Participant deferral / active EE | $6,644 | $6,6440% | $8,070-17.7% | $4,296+54.7% |
| Admin fee / account holder | $45,695 | $7,941+475.4% | $12,998+251.5% | $6,918+560.5% |