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 | $176,964 | $115,770+52.9% | $101,248+74.8% | $158,922+11.4% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 13.40% | 56.14%-42.7pp | 46.47%-33.1pp | 302.83%-289.4pp |
| Employer contribution / active EE | $4,043 | $4,175-3.1% | $3,660+10.5% | $4,761-15.1% |
| Participant deferral / active EE | $2,873 | $4,957-42.1% | $4,370-34.3% | $5,982-52.0% |
| Admin fee / account holder | $15,683 | $7,245+116.5% | $5,945+163.8% | $11,246+39.5% |