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 | $173,187 | $65,561+164.2% | $86,188+100.9% | $75,163+130.4% |
| Participation rate | 79.3% | 60.5%+18.9pp | 69.0%+10.4pp | 67.2%+12.2pp |
| Annual return | 14.66% | 46.05%-31.4pp | 1168.45%-1153.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,324 | $1,553+49.7% | $2,380-2.4% | $2,670-13.0% |
| Participant deferral / active EE | $5,810 | $3,024+92.1% | $3,985+45.8% | $4,125+40.8% |
| Admin fee / account holder | $14,178 | $5,474+159.0% | $6,852+106.9% | $5,651+150.9% |