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 | $172,030 | $90,348+90.4% | $75,972+126.4% | $145,922+17.9% |
| Participation rate | 84.6% | 74.5%+10.2pp | 69.1%+15.6pp | 80.3%+4.3pp |
| Annual return | 17.07% | 620.88%-603.8pp | 359.55%-342.5pp | 561.29%-544.2pp |
| Employer contribution / active EE | $3,818 | $3,311+15.3% | $2,685+42.2% | $4,660-18.1% |
| Participant deferral / active EE | $6,685 | $5,162+29.5% | $4,255+57.1% | $6,6880% |
| Admin fee / account holder | $3,523 | $8,467-58.4% | $6,467-45.5% | $13,397-73.7% |