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 | $116,015 | $39,019+197.3% | $80,716+43.7% | $85,850+35.1% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 13.52% | 26.27%-12.8pp | 87.28%-73.8pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,547 | $722+114.3% | $1,160+33.4% | $2,565-39.7% |
| Participant deferral / active EE | $1,166 | $1,326-12.0% | $2,146-45.7% | $3,952-70.5% |
| Admin fee / account holder | $1,008 | $2,431-58.5% | $3,380-70.2% | $6,260-83.9% |