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 | $185,308 | $98,240+88.6% | $82,313+125.1% | $147,584+25.6% |
| Participation rate | 95.2% | 79.7%+15.5pp | 76.9%+18.3pp | 82.8%+12.4pp |
| Annual return | 15.33% | 30.85%-15.5pp | 25.88%-10.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $3,024 | $3,192-5.2% | $2,428+24.5% | $4,876-38.0% |
| Participant deferral / active EE | $5,713 | $4,383+30.3% | $3,706+54.2% | $5,439+5.0% |
| Admin fee / account holder | $56,310 | $8,563+557.6% | $5,608+904.1% | $10,885+417.3% |