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 | $177,444 | $57,016+211.2% | $84,966+108.8% | $80,856+119.5% |
| Participation rate | 75.8% | 56.3%+19.4pp | 67.5%+8.3pp | 67.6%+8.1pp |
| Annual return | 15.03% | 21.66%-6.6pp | 66.38%-51.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $354 | $1,798-80.3% | $2,727-87.0% | $2,755-87.1% |
| Participant deferral / active EE | $6,212 | $3,110+99.8% | $4,519+37.5% | $4,296+44.6% |
| Admin fee / account holder | $8,858 | $4,980+77.9% | $6,149+44.1% | $6,918+28.0% |