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 | $241,459 | $65,365+269.4% | $92,893+159.9% | $72,985+230.8% |
| Participation rate | 97.1% | 68.3%+28.7pp | 76.0%+21.1pp | 69.5%+27.6pp |
| Annual return | 17.41% | 42.10%-24.7pp | 109.41%-92.0pp | 81.00%-63.6pp |
| Employer contribution / active EE | $2,190 | $2,594-15.6% | $3,653-40.0% | $2,440-10.2% |
| Participant deferral / active EE | $6,764 | $3,128+116.2% | $4,236+59.7% | $3,607+87.5% |
| Admin fee / account holder | $2,712 | $4,251-36.2% | $5,794-53.2% | $5,124-47.1% |