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 | $150,127 | $85,766+75.0% | $136,294+10.1% | $70,131+114.1% |
| Participation rate | 78.0% | 74.2%+3.8pp | 81.9%-4.0pp | 69.5%+8.4pp |
| Annual return | 17.39% | 31.45%-14.1pp | 5155.94%-5138.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $2,006 | $2,966-32.4% | $4,695-57.3% | $2,342-14.4% |
| Participant deferral / active EE | $7,021 | $5,051+39.0% | $6,247+12.4% | $3,332+110.7% |
| Admin fee / account holder | $10,815 | $5,420+99.5% | $9,243+17.0% | $4,645+132.8% |