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 | $168,973 | $105,998+59.4% | $92,233+83.2% | $147,584+14.5% |
| Participation rate | 73.3% | 80.4%-7.1pp | 76.5%-3.1pp | 82.8%-9.5pp |
| Annual return | 19.02% | 50.05%-31.0pp | 176.28%-157.3pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,291 | $4,333-47.1% | $3,679-37.7% | $4,876-53.0% |
| Participant deferral / active EE | $6,422 | $4,478+43.4% | $3,897+64.8% | $5,439+18.1% |
| Admin fee / account holder | $2,439 | $6,332-61.5% | $5,194-53.0% | $10,885-77.6% |