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 | $184,704 | $114,047+62.0% | $96,139+92.1% | $167,490+10.3% |
| Participation rate | 91.7% | 75.1%+16.6pp | 68.4%+23.2pp | 82.1%+9.6pp |
| Annual return | 18.81% | 189.88%-171.1pp | 191.94%-173.1pp | 478.56%-459.8pp |
| Employer contribution / active EE | $3,269 | $3,427-4.6% | $2,797+16.9% | $4,837-32.4% |
| Participant deferral / active EE | $5,891 | $5,194+13.4% | $4,349+35.5% | $6,341-7.1% |
| Admin fee / account holder | $1,428 | $6,897-79.3% | $5,537-74.2% | $12,309-88.4% |