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 | $179,315 | $105,998+69.2% | $92,233+94.4% | $147,584+21.5% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 13.27% | 50.05%-36.8pp | 176.28%-163.0pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,204 | $4,333-49.1% | $3,679-40.1% | $4,876-54.8% |
| Participant deferral / active EE | $8,299 | $4,478+85.3% | $3,897+113.0% | $5,439+52.6% |
| Admin fee / account holder | $1,751 | $6,332-72.3% | $5,194-66.3% | $10,885-83.9% |