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 | $221,391 | $88,672+149.7% | $105,223+110.4% | $82,448+168.5% |
| Participation rate | 90.3% | 67.9%+22.4pp | 75.0%+15.3pp | 68.1%+22.3pp |
| Annual return | 15.30% | 30.86%-15.6pp | 180.65%-165.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $857 | $3,048-71.9% | $3,689-76.8% | $2,551-66.4% |
| Participant deferral / active EE | $6,444 | $4,036+59.7% | $5,072+27.1% | $4,139+55.7% |
| Admin fee / account holder | $2,152 | $7,146-69.9% | $8,859-75.7% | $7,234-70.3% |