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 | $174,627 | $102,317+70.7% | $146,958+18.8% | $80,856+116.0% |
| Participation rate | 75.4% | 75.8%-0.4pp | 82.2%-6.7pp | 67.6%+7.8pp |
| Annual return | 15.80% | 134.76%-119.0pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,644 | $3,713-28.8% | $4,933-46.4% | $2,755-4.0% |
| Participant deferral / active EE | $5,830 | $6,644-12.2% | $8,070-27.8% | $4,296+35.7% |
| Admin fee / account holder | $3,507 | $7,941-55.8% | $12,998-73.0% | $6,918-49.3% |