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 | $183,644 | $61,774+197.3% | $97,226+88.9% | $80,856+127.1% |
| Participation rate | 95.6% | 63.5%+32.1pp | 72.7%+22.9pp | 67.6%+27.9pp |
| Annual return | 13.03% | -557.90%+570.9pp | 75.13%-62.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,184 | $1,837+18.9% | $2,729-20.0% | $2,755-20.7% |
| Participant deferral / active EE | $13,438 | $3,029+343.7% | $4,264+215.2% | $4,296+212.8% |
| Admin fee / account holder | $24,820 | $5,166+380.4% | $5,654+339.0% | $6,918+258.8% |