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 | $190,354 | $89,753+112.1% | $107,525+77.0% | $84,808+124.5% |
| Participation rate | 92.5% | 68.1%+24.4pp | 75.1%+17.4pp | 68.3%+24.1pp |
| Annual return | 13.54% | 29.48%-15.9pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,011 | $3,113-35.4% | $3,754-46.4% | $2,631-23.6% |
| Participant deferral / active EE | $10,272 | $4,056+153.3% | $5,116+100.8% | $4,212+143.9% |
| Admin fee / account holder | $35,277 | $7,222+388.5% | $8,919+295.5% | $7,344+380.4% |