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 | $92,642 | $27,915+231.9% | $58,482+58.4% | $75,163+23.3% |
| Participation rate | 80.0% | 38.8%+41.2pp | 50.9%+29.1pp | 67.2%+12.8pp |
| Annual return | 15.97% | 44.20%-28.2pp | 4239.32%-4223.3pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,702 | $669+154.3% | $1,053+61.5% | $2,670-36.3% |
| Participant deferral / active EE | $6,538 | $1,201+444.3% | $1,924+239.9% | $4,125+58.5% |
| Admin fee / account holder | $4,316 | $1,726+150.1% | $2,516+71.5% | $5,651-23.6% |