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 | $162,722 | $107,934+50.8% | $91,989+76.9% | $152,861+6.5% |
| Participation rate | 91.7% | 81.2%+10.5pp | 78.6%+13.0pp | 82.4%+9.2pp |
| Annual return | 29.61% | 89.24%-59.6pp | 69.02%-39.4pp | 345.32%-315.7pp |
| Employer contribution / active EE | $1,579 | $4,210-62.5% | $3,452-54.3% | $4,762-66.8% |
| Participant deferral / active EE | $4,430 | $6,364-30.4% | $5,923-25.2% | $5,850-24.3% |
| Admin fee / account holder | $135,468 | $10,520+1187.8% | $7,743+1649.6% | $11,596+1068.2% |