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 | $185,049 | $105,998+74.6% | $92,233+100.6% | $147,584+25.4% |
| Participation rate | 73.3% | 80.4%-7.1pp | 76.5%-3.1pp | 82.8%-9.5pp |
| Annual return | 16.87% | 50.05%-33.2pp | 176.28%-159.4pp | 578.55%-561.7pp |
| Employer contribution / active EE | $3,071 | $4,333-29.1% | $3,679-16.5% | $4,876-37.0% |
| Participant deferral / active EE | $6,122 | $4,478+36.7% | $3,897+57.1% | $5,439+12.6% |
| Admin fee / account holder | $24,750 | $6,332+290.9% | $5,194+376.6% | $10,885+127.4% |