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 | $112,450 | $63,346+77.5% | $92,233+21.9% | $70,131+60.3% |
| Participation rate | 98.3% | 68.7%+29.7pp | 76.5%+21.9pp | 69.5%+28.8pp |
| Annual return | 12.76% | 530.12%-517.4pp | 176.28%-163.5pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,667 | $2,471-32.6% | $3,679-54.7% | $2,342-28.8% |
| Participant deferral / active EE | $8,861 | $2,854+210.5% | $3,897+127.4% | $3,332+166.0% |
| Admin fee / account holder | $18,201 | $3,840+374.0% | $5,194+250.5% | $4,645+291.8% |