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 | $173,632 | $115,770+50.0% | $101,248+71.5% | $158,922+9.3% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 17.91% | 56.14%-38.2pp | 46.47%-28.6pp | 302.83%-284.9pp |
| Employer contribution / active EE | $3,984 | $4,175-4.6% | $3,660+8.9% | $4,761-16.3% |
| Participant deferral / active EE | $9,850 | $4,957+98.7% | $4,370+125.4% | $5,982+64.7% |
| Admin fee / account holder | $1,920 | $7,245-73.5% | $5,945-67.7% | $11,246-82.9% |