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 | $210,974 | $107,334+96.6% | $92,893+127.1% | $152,861+38.0% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.4%+9.9pp |
| Annual return | 17.58% | 145.58%-128.0pp | 109.41%-91.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $2,028 | $4,221-52.0% | $3,653-44.5% | $4,762-57.4% |
| Participant deferral / active EE | $8,021 | $4,845+65.6% | $4,236+89.3% | $5,850+37.1% |
| Admin fee / account holder | $20,352 | $7,079+187.5% | $5,794+251.3% | $11,596+75.5% |