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 | $178,365 | $81,248+119.5% | $155,509+14.7% | $80,856+120.6% |
| Participation rate | 94.7% | 66.2%+28.5pp | 78.2%+16.6pp | 67.6%+27.1pp |
| Annual return | 14.08% | 33.31%-19.2pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $13,258 | $3,452+284.1% | $5,626+135.7% | $4,296+208.6% |
| Admin fee / account holder | $6,028 | $7,997-24.6% | $15,912-62.1% | $6,918-12.9% |