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 | $161,578 | $102,317+57.9% | $146,958+9.9% | $80,856+99.8% |
| Participation rate | 74.4% | 75.8%-1.5pp | 82.2%-7.8pp | 67.6%+6.7pp |
| Annual return | 12.32% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,833 | $3,713-50.6% | $4,933-62.8% | $2,755-33.5% |
| Participant deferral / active EE | $10,702 | $6,644+61.1% | $8,070+32.6% | $4,296+149.1% |
| Admin fee / account holder | $4,880 | $7,941-38.5% | $12,998-62.5% | $6,918-29.5% |