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 | $148,429 | $70,669+110.0% | $169,368-12.4% | $75,163+97.5% |
| Participation rate | 78.8% | 64.8%+14.0pp | 77.1%+1.6pp | 67.2%+11.6pp |
| Annual return | 14.76% | 36.36%-21.6pp | 405.60%-390.8pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,675 | $2,211-24.2% | $4,013-58.3% | $2,670-37.3% |
| Participant deferral / active EE | $4,119 | $4,311-4.4% | $6,221-33.8% | $4,125-0.1% |
| Admin fee / account holder | $17,152 | $5,402+217.5% | $9,003+90.5% | $5,651+203.5% |