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 | $174,026 | $107,934+61.2% | $91,989+89.2% | $152,861+13.8% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.4%-2.4pp |
| Annual return | 26.12% | 89.24%-63.1pp | 69.02%-42.9pp | 345.32%-319.2pp |
| Employer contribution / active EE | $2,881 | $4,210-31.6% | $3,452-16.5% | $4,762-39.5% |
| Participant deferral / active EE | $8,106 | $6,364+27.4% | $5,923+36.9% | $5,850+38.6% |
| Admin fee / account holder | $7,205 | $10,520-31.5% | $7,743-7.0% | $11,596-37.9% |