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 | $164,688 | $63,346+160.0% | $92,233+78.6% | $70,131+134.8% |
| Participation rate | 75.9% | 68.7%+7.2pp | 76.5%-0.6pp | 69.5%+6.3pp |
| Annual return | 16.44% | 530.12%-513.7pp | 176.28%-159.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,597 | $2,471-35.4% | $3,679-56.6% | $2,342-31.8% |
| Participant deferral / active EE | $4,558 | $2,854+59.7% | $3,897+17.0% | $3,332+36.8% |
| Admin fee / account holder | $9,500 | $3,840+147.4% | $5,194+82.9% | $4,645+104.5% |