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 | $185,081 | $71,050+160.5% | $93,606+97.7% | $80,856+128.9% |
| Participation rate | 88.1% | 60.4%+27.7pp | 68.7%+19.4pp | 67.6%+20.5pp |
| Annual return | 19.12% | 11.26%+7.9pp | 133.20%-114.1pp | 35.59%-16.5pp |
| Employer contribution / active EE | $2,279 | $1,564+45.8% | $2,420-5.8% | $2,755-17.3% |
| Participant deferral / active EE | $5,778 | $4,034+43.2% | $4,411+31.0% | $4,296+34.5% |
| Admin fee / account holder | $5,130 | $6,945-26.1% | $8,285-38.1% | $6,918-25.8% |