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 | $170,153 | $99,020+71.8% | $86,590+96.5% | $147,584+15.3% |
| Participation rate | 93.8% | 76.3%+17.4pp | 73.5%+20.2pp | 82.8%+10.9pp |
| Annual return | 19.05% | 1312.34%-1293.3pp | 964.84%-945.8pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,766 | $3,132-11.7% | $2,839-2.6% | $4,876-43.3% |
| Participant deferral / active EE | $5,531 | $3,972+39.3% | $3,609+53.3% | $5,439+1.7% |
| Admin fee / account holder | $33,002 | $5,710+477.9% | $4,906+572.7% | $10,885+203.2% |