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 | $160,936 | $79,171+103.3% | $102,423+57.1% | $74,495+116.0% |
| Participation rate | 73.4% | 74.8%-1.4pp | 76.5%-3.1pp | 67.2%+6.2pp |
| Annual return | 15.15% | 54.93%-39.8pp | 29.32%-14.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,205 | $2,362-49.0% | $3,023-60.2% | $2,623-54.1% |
| Participant deferral / active EE | $5,212 | $4,415+18.0% | $5,053+3.1% | $4,346+19.9% |
| Admin fee / account holder | $10,025 | $2,001+401.1% | $9,451+6.1% | $1,942+416.3% |