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 | $160,824 | $71,050+126.4% | $93,606+71.8% | $80,856+98.9% |
| Participation rate | 90.9% | 60.4%+30.5pp | 68.7%+22.2pp | 67.6%+23.3pp |
| Annual return | 16.00% | 11.26%+4.7pp | 133.20%-117.2pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,861 | $1,564+83.0% | $2,420+18.3% | $2,755+3.9% |
| Participant deferral / active EE | $6,057 | $4,034+50.2% | $4,411+37.3% | $4,296+41.0% |
| Admin fee / account holder | $1,471 | $6,945-78.8% | $8,285-82.2% | $6,918-78.7% |