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 | $226,954 | $65,561+246.2% | $86,188+163.3% | $75,163+201.9% |
| Participation rate | 73.7% | 60.5%+13.2pp | 69.0%+4.7pp | 67.2%+6.5pp |
| Annual return | 19.00% | 46.05%-27.1pp | 1168.45%-1149.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,117 | $1,553-28.1% | $2,380-53.1% | $2,670-58.2% |
| Participant deferral / active EE | $8,799 | $3,024+191.0% | $3,985+120.8% | $4,125+113.3% |
| Admin fee / account holder | $4,427 | $5,474-19.1% | $6,852-35.4% | $5,651-21.7% |