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 | $226,000 | $114,381+97.6% | $107,525+110.2% | $142,382+58.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 18.29% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,592 | $4,015-35.4% | $3,754-31.0% | $4,299-39.7% |
| Participant deferral / active EE | $7,387 | $5,564+32.8% | $5,116+44.4% | $6,507+13.5% |
| Admin fee / account holder | $28,148 | $9,860+185.5% | $8,919+215.6% | $12,624+123.0% |