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 | $166,578 | $87,733+89.9% | $106,548+56.3% | $85,850+94.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 14.27% | 21.86%-7.6pp | 26.80%-12.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,925 | $2,073-7.2% | $2,819-31.7% | $2,565-25.0% |
| Participant deferral / active EE | $4,083 | $3,469+17.7% | $4,398-7.2% | $3,952+3.3% |
| Admin fee / account holder | $39,144 | $6,767+478.4% | $7,407+428.5% | $6,260+525.3% |