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 | $165,564 | $63,346+161.4% | $92,233+79.5% | $70,131+136.1% |
| Participation rate | 87.5% | 68.7%+18.8pp | 76.5%+11.0pp | 69.5%+18.0pp |
| Annual return | 26.02% | 530.12%-504.1pp | 176.28%-150.3pp | 73.14%-47.1pp |
| Employer contribution / active EE | $2,125 | $2,471-14.0% | $3,679-42.2% | $2,342-9.3% |
| Participant deferral / active EE | $6,971 | $2,854+144.3% | $3,897+78.9% | $3,332+109.2% |
| Admin fee / account holder | $15,025 | $3,840+291.2% | $5,194+189.3% | $4,645+223.4% |