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 | $171,126 | $105,998+61.4% | $92,233+85.5% | $147,584+16.0% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 11.78% | 50.05%-38.3pp | 176.28%-164.5pp | 578.55%-566.8pp |
| Employer contribution / active EE | $3,731 | $4,333-13.9% | $3,679+1.4% | $4,876-23.5% |
| Participant deferral / active EE | $8,205 | $4,478+83.2% | $3,897+110.6% | $5,439+50.9% |
| Admin fee / account holder | $19,645 | $6,332+210.2% | $5,194+278.3% | $10,885+80.5% |