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 | $172,652 | $60,124+187.2% | $90,404+91.0% | $79,858+116.2% |
| Participation rate | 93.9% | 65.0%+28.9pp | 72.7%+21.2pp | 69.6%+24.2pp |
| Annual return | 18.10% | 71.94%-53.8pp | 1293.02%-1274.9pp | 31.71%-13.6pp |
| Employer contribution / active EE | $225 | $2,068-89.1% | $3,262-93.1% | $2,471-90.9% |
| Participant deferral / active EE | $6,956 | $2,938+136.7% | $3,963+75.5% | $3,740+86.0% |
| Admin fee / account holder | $10,585 | $3,976+166.2% | $5,611+88.7% | $5,306+99.5% |