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 | $181,183 | $77,145+134.9% | $108,410+67.1% | $85,850+111.0% |
| Participation rate | 74.3% | 74.7%-0.4pp | 80.1%-5.8pp | 69.3%+5.0pp |
| Annual return | 16.52% | 44.54%-28.0pp | 905.27%-888.8pp | 318.53%-302.0pp |
| Employer contribution / active EE | $2,454 | $2,379+3.2% | $3,558-31.0% | $2,565-4.3% |
| Participant deferral / active EE | $7,694 | $5,566+38.2% | $6,563+17.2% | $3,952+94.7% |
| Admin fee / account holder | $551 | $5,172-89.3% | $7,295-92.4% | $6,260-91.2% |