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 | $161,533 | $57,281+182.0% | $86,612+86.5% | $75,163+114.9% |
| Participation rate | 74.7% | 63.2%+11.5pp | 71.7%+3.0pp | 67.2%+7.5pp |
| Annual return | 13.84% | 2670.75%-2656.9pp | 591.07%-577.2pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,190 | $2,314-5.4% | $3,022-27.5% | $2,670-18.0% |
| Participant deferral / active EE | $5,984 | $3,318+80.4% | $4,438+34.9% | $4,125+45.1% |
| Admin fee / account holder | $6,971 | $4,112+69.5% | $5,614+24.2% | $5,651+23.4% |