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 | $167,708 | $75,828+121.2% | $147,614+13.6% | $59,632+181.2% |
| Participation rate | 81.1% | 71.6%+9.5pp | 84.6%-3.5pp | 68.7%+12.4pp |
| Annual return | 0.84% | 0.37%+0.5pp | 61.98%-61.1pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $13,493 | $3,485+287.2% | $5,564+142.5% | $2,203+512.6% |
| Participant deferral / active EE | $8,919 | $3,130+184.9% | $4,895+82.2% | $3,192+179.4% |
| Admin fee / account holder | $7,237 | $5,985+20.9% | $11,611-37.7% | $4,297+68.4% |