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 9-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 | $217,875 | $85,022+156.3% | $70,515+209.0% | $139,434+56.3% |
| Participation rate | 91.7% | 73.9%+17.8pp | 68.3%+23.3pp | 80.3%+11.3pp |
| Annual return | 14.88% | 30.38%-15.5pp | 32.77%-17.9pp | 372.94%-358.1pp |
| Employer contribution / active EE | $856 | $3,909-78.1% | $2,973-71.2% | $4,751-82.0% |
| Participant deferral / active EE | $7,465 | $5,890+26.7% | $4,567+63.5% | $6,710+11.3% |
| Admin fee / account holder | $14,128 | $8,906+58.6% | $6,412+120.3% | $11,403+23.9% |