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 | $168,373 | $76,000+121.5% | $154,107+9.3% | $64,186+162.3% |
| Participation rate | 90.7% | 70.4%+20.3pp | 83.0%+7.7pp | 69.6%+21.1pp |
| Annual return | -5.00% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $5,357 | $3,351+59.9% | $5,298+1.1% | $2,381+125.0% |
| Participant deferral / active EE | $11,887 | $3,175+274.4% | $5,081+134.0% | $3,470+242.6% |
| Admin fee / account holder | $5,491 | $5,596-1.9% | $13,411-59.1% | $4,888+12.3% |