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 | $174,810 | $65,365+167.4% | $92,893+88.2% | $72,985+139.5% |
| Participation rate | 85.2% | 68.3%+16.9pp | 76.0%+9.2pp | 69.5%+15.7pp |
| Annual return | 25.54% | 42.10%-16.6pp | 109.41%-83.9pp | 81.00%-55.5pp |
| Employer contribution / active EE | $2,732 | $2,594+5.3% | $3,653-25.2% | $2,440+12.0% |
| Participant deferral / active EE | $6,749 | $3,128+115.7% | $4,236+59.3% | $3,607+87.1% |
| Admin fee / account holder | $21,123 | $4,251+396.9% | $5,794+264.6% | $5,124+312.2% |