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 | $181,694 | $65,365+178.0% | $92,893+95.6% | $72,985+148.9% |
| Participation rate | 96.0% | 68.3%+27.7pp | 76.0%+20.0pp | 69.5%+26.5pp |
| Annual return | 20.47% | 42.10%-21.6pp | 109.41%-88.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,000 | $2,594-22.9% | $3,653-45.2% | $2,440-18.0% |
| Participant deferral / active EE | $6,458 | $3,128+106.4% | $4,236+52.5% | $3,607+79.0% |
| Admin fee / account holder | $14,223 | $4,251+234.5% | $5,794+145.5% | $5,124+177.6% |