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 | $159,697 | $57,281+178.8% | $86,612+84.4% | $75,163+112.5% |
| Participation rate | 75.8% | 63.2%+12.6pp | 71.7%+4.1pp | 67.2%+8.6pp |
| Annual return | 17.04% | 2670.75%-2653.7pp | 591.07%-574.0pp | 160.62%-143.6pp |
| Employer contribution / active EE | $420 | $2,314-81.9% | $3,022-86.1% | $2,670-84.3% |
| Participant deferral / active EE | $6,194 | $3,318+86.7% | $4,438+39.6% | $4,125+50.1% |
| Admin fee / account holder | $4,465 | $4,112+8.6% | $5,614-20.5% | $5,651-21.0% |