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 | $166,362 | $102,966+61.6% | $90,281+84.3% | $152,861+8.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 20.36% | 95.16%-74.8pp | 78.10%-57.7pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,573 | $3,139-49.9% | $2,854-44.9% | $4,762-67.0% |
| Participant deferral / active EE | $2,553 | $4,281-40.4% | $3,885-34.3% | $5,850-56.4% |
| Admin fee / account holder | $25,508 | $6,171+313.4% | $5,351+376.7% | $11,596+120.0% |