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 | $161,316 | $99,079+62.8% | $77,999+106.8% | $273,961-41.1% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.5%+11.1pp | 83.0%+3.7pp |
| Annual return | 6.69% | 217.93%-211.2pp | 425.96%-419.3pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,626 | $3,308-50.8% | $2,470-34.2% | $4,869-66.6% |
| Participant deferral / active EE | $4,717 | $4,306+9.5% | $3,497+34.9% | $5,287-10.8% |
| Admin fee / account holder | $850 | $8,954-90.5% | $5,480-84.5% | $10,132-91.6% |