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 | $177,676 | $102,317+73.7% | $146,958+20.9% | $80,856+119.7% |
| Participation rate | 95.1% | 75.8%+19.2pp | 82.2%+12.9pp | 67.6%+27.4pp |
| Annual return | 17.91% | 134.76%-116.9pp | 418.34%-400.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $1,378 | $3,713-62.9% | $4,933-72.1% | $2,755-50.0% |
| Participant deferral / active EE | $12,538 | $6,644+88.7% | $8,070+55.4% | $4,296+191.9% |
| Admin fee / account holder | $7,748 | $7,941-2.4% | $12,998-40.4% | $6,918+12.0% |