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 | $205,150 | $88,672+131.4% | $105,223+95.0% | $82,448+148.8% |
| Participation rate | 88.0% | 67.9%+20.1pp | 75.0%+13.0pp | 68.1%+19.9pp |
| Annual return | 19.75% | 30.86%-11.1pp | 180.65%-160.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,440 | $3,048-52.8% | $3,689-61.0% | $2,551-43.6% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $15,686 | $7,146+119.5% | $8,859+77.1% | $7,234+116.8% |