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 | $174,211 | $78,672+121.4% | $109,143+59.6% | $85,850+102.9% |
| Participation rate | 90.7% | 68.3%+22.4pp | 75.9%+14.8pp | 69.3%+21.4pp |
| Annual return | 12.18% | 25.09%-12.9pp | 25.75%-13.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,658 | $3,467+149.7% | $4,653+86.1% | $3,952+119.1% |
| Admin fee / account holder | $8,993 | $5,469+64.4% | $6,752+33.2% | $6,260+43.7% |