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 | $167,761 | $57,281+192.9% | $86,612+93.7% | $75,163+123.2% |
| Participation rate | 70.0% | 63.2%+6.8pp | 71.7%-1.7pp | 67.2%+2.8pp |
| Annual return | 15.24% | 2670.75%-2655.5pp | 591.07%-575.8pp | 160.62%-145.4pp |
| Employer contribution / active EE | $2,341 | $2,314+1.2% | $3,022-22.5% | $2,670-12.3% |
| Participant deferral / active EE | $5,335 | $3,318+60.8% | $4,438+20.2% | $4,125+29.3% |
| Admin fee / account holder | $6,159 | $4,112+49.8% | $5,614+9.7% | $5,651+9.0% |