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 | $203,668 | $91,190+123.3% | $178,490+14.1% | $79,858+155.0% |
| Participation rate | 71.8% | 69.2%+2.6pp | 81.9%-10.2pp | 69.6%+2.1pp |
| Annual return | 13.40% | 24.19%-10.8pp | 151.07%-137.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $548 | $3,256-83.2% | $5,011-89.1% | $2,471-77.8% |
| Participant deferral / active EE | $6,164 | $3,236+90.5% | $5,202+18.5% | $3,740+64.8% |
| Admin fee / account holder | $12,059 | $6,751+78.6% | $13,984-13.8% | $5,306+127.3% |