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 | $173,898 | $102,317+70.0% | $146,958+18.3% | $80,856+115.1% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 78.75% | 134.76%-56.0pp | 418.34%-339.6pp | 35.59%+43.2pp |
| Employer contribution / active EE | $1,465 | $3,713-60.6% | $4,933-70.3% | $2,755-46.8% |
| Participant deferral / active EE | $5,740 | $6,644-13.6% | $8,070-28.9% | $4,296+33.6% |
| Admin fee / account holder | $4,953 | $7,941-37.6% | $12,998-61.9% | $6,918-28.4% |