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 | $171,499 | $105,998+61.8% | $92,233+85.9% | $147,584+16.2% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 14.60% | 50.05%-35.4pp | 176.28%-161.7pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,518 | $4,333-65.0% | $3,679-58.7% | $4,876-68.9% |
| Participant deferral / active EE | $4,607 | $4,478+2.9% | $3,897+18.2% | $5,439-15.3% |
| Admin fee / account holder | $5,908 | $6,332-6.7% | $5,194+13.8% | $10,885-45.7% |