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 | $133,559 | $58,828+127.0% | $77,999+71.2% | $62,891+112.4% |
| Participation rate | 96.9% | 71.1%+25.9pp | 75.5%+21.4pp | 69.3%+27.6pp |
| Annual return | 6.64% | 17.16%-10.5pp | 425.96%-419.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $8,999 | $1,672+438.3% | $2,470+264.3% | $2,281+294.5% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,123 | $4,393+84.9% | $5,480+48.2% | $4,296+89.1% |