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 | $72,552 | $29,660+144.6% | $56,411+28.6% | $80,856-10.3% |
| Participation rate | 88.5% | 41.6%+46.8pp | 52.5%+36.0pp | 67.6%+20.8pp |
| Annual return | 15.19% | 35.23%-20.0pp | 1701.33%-1686.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,141 | $669+369.3% | $1,039+202.4% | $2,755+14.0% |
| Participant deferral / active EE | $4,998 | $1,226+307.6% | $1,952+156.0% | $4,296+16.3% |
| Admin fee / account holder | $1,331 | $2,428-45.2% | $2,829-53.0% | $6,918-80.8% |