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 9-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 | $190,467 | $81,248+134.4% | $155,509+22.5% | $80,856+135.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.93% | 33.31%-21.4pp | 64.67%-52.7pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,432 | $3,100-21.5% | $4,672-47.9% | $2,755-11.7% |
| Participant deferral / active EE | $7,927 | $3,452+129.7% | $5,626+40.9% | $4,296+84.5% |
| Admin fee / account holder | $52,388 | $7,997+555.1% | $15,912+229.2% | $6,918+657.3% |