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 | $164,523 | $112,096+46.8% | $95,952+71.5% | $158,922+3.5% |
| Participation rate | 94.7% | 79.0%+15.8pp | 77.1%+17.7pp | 82.0%+12.8pp |
| Annual return | 16.15% | 171.09%-154.9pp | 91.61%-75.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $3,038 | $3,198-5.0% | $2,541+19.5% | $4,761-36.2% |
| Participant deferral / active EE | $4,503 | $4,784-5.9% | $4,167+8.1% | $5,982-24.7% |
| Admin fee / account holder | $123,158 | $10,130+1115.7% | $6,795+1712.4% | $11,246+995.2% |