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 | $195,102 | $77,145+152.9% | $108,410+80.0% | $85,850+127.3% |
| Participation rate | 90.0% | 74.7%+15.3pp | 80.1%+9.9pp | 69.3%+20.7pp |
| Annual return | 17.36% | 44.54%-27.2pp | 905.27%-887.9pp | 318.53%-301.2pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $11,931 | $5,566+114.3% | $6,563+81.8% | $3,952+201.9% |
| Admin fee / account holder | $4,761 | $5,172-7.9% | $7,295-34.7% | $6,260-23.9% |