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 | $173,269 | $138,065+25.5% | $123,544+40.2% | $135,375+28.0% |
| Participation rate | 95.7% | 84.7%+10.9pp | 82.3%+13.4pp | 82.6%+13.0pp |
| Annual return | 7.92% | 153.68%-145.8pp | 119.20%-111.3pp | 519.73%-511.8pp |
| Employer contribution / active EE | $3,233 | $5,151-37.2% | $4,628-30.1% | $4,779-32.3% |
| Participant deferral / active EE | $7,523 | $6,799+10.6% | $6,426+17.1% | $5,609+34.1% |
| Admin fee / account holder | $2,003 | $10,916-81.6% | $9,284-78.4% | $10,827-81.5% |