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 | $162,511 | $102,317+58.8% | $146,958+10.6% | $80,856+101.0% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 14.22% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,303 | $3,713-38.0% | $4,933-53.3% | $2,755-16.4% |
| Participant deferral / active EE | $6,800 | $6,644+2.3% | $8,070-15.7% | $4,296+58.3% |
| Admin fee / account holder | $11,678 | $7,941+47.1% | $12,998-10.2% | $6,918+68.8% |