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 | $181,918 | $114,047+59.5% | $96,139+89.2% | $167,490+8.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 11.69% | 189.88%-178.2pp | 191.94%-180.3pp | 478.56%-466.9pp |
| Employer contribution / active EE | $2,830 | $3,427-17.4% | $2,797+1.2% | $4,837-41.5% |
| Participant deferral / active EE | $5,864 | $5,194+12.9% | $4,349+34.8% | $6,341-7.5% |
| Admin fee / account holder | $3,423 | $6,897-50.4% | $5,537-38.2% | $12,309-72.2% |