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 | $158,024 | $48,364+226.7% | $71,796+120.1% | $62,891+151.3% |
| Participation rate | 96.8% | 60.6%+36.2pp | 69.1%+27.7pp | 69.3%+27.5pp |
| Annual return | 8.75% | 13.16%-4.4pp | 78.04%-69.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $5,557 | $1,042+433.3% | $1,924+188.8% | $2,281+143.6% |
| Participant deferral / active EE | $10,115 | $2,091+383.7% | $2,794+262.0% | $3,203+215.8% |
| Admin fee / account holder | $16,387 | $3,771+334.5% | $4,815+240.3% | $4,296+281.5% |