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 | $202,429 | $65,041+211.2% | $90,951+122.6% | $79,858+153.5% |
| Participation rate | 98.2% | 61.6%+36.6pp | 69.0%+29.2pp | 69.6%+28.5pp |
| Annual return | 13.91% | 30.45%-16.5pp | 134.60%-120.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $3,577 | $1,247+186.8% | $2,122+68.6% | $2,471+44.8% |
| Participant deferral / active EE | $7,790 | $2,512+210.1% | $3,373+131.0% | $3,740+108.3% |
| Admin fee / account holder | $4,007 | $4,536-11.7% | $5,959-32.7% | $5,306-24.5% |