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 | $71,096 | $29,051+144.7% | $52,425+35.6% | $67,986+4.6% |
| Participation rate | 91.1% | 30.4%+60.7pp | 55.6%+35.5pp | 57.2%+33.9pp |
| Annual return | 17.05% | 24.00%-6.9pp | 302.12%-285.1pp | 31.67%-14.6pp |
| Employer contribution / active EE | $522 | $412+26.9% | $914-42.8% | $2,019-74.1% |
| Participant deferral / active EE | $5,536 | $873+534.1% | $1,790+209.2% | $3,358+64.9% |
| Admin fee / account holder | $3,120 | $2,113+47.7% | $2,495+25.1% | $3,203-2.6% |