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 | $179,645 | $99,652+80.3% | $78,778+128.0% | $147,584+21.7% |
| Participation rate | 72.7% | 76.2%-3.5pp | 69.2%+3.5pp | 82.8%-10.1pp |
| Annual return | 18.85% | 47.28%-28.4pp | 35.62%-16.8pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,181 | $2,796-22.0% | $1,986+9.9% | $4,876-55.3% |
| Participant deferral / active EE | $4,261 | $3,664+16.3% | $2,958+44.1% | $5,439-21.6% |
| Admin fee / account holder | $2,757 | $7,155-61.5% | $5,134-46.3% | $10,885-74.7% |