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 | $174,885 | $74,888+133.5% | $71,209+145.6% | $142,382+22.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 17.06% | 345.14%-328.1pp | 282.51%-265.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $8,130 | $2,854+184.8% | $2,721+198.8% | $4,299+89.1% |
| Participant deferral / active EE | $14,490 | $4,454+225.3% | $4,175+247.0% | $6,507+122.7% |
| Admin fee / account holder | $9,424 | $5,568+69.2% | $5,349+76.2% | $12,624-25.3% |