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 | $90,238 | $59,402+51.9% | $93,654-3.6% | $74,546+21.1% |
| Participation rate | 88.3% | 59.7%+28.7pp | 68.7%+19.6pp | 67.2%+21.1pp |
| Annual return | 12.81% | 81.86%-69.0pp | 133.34%-120.5pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $1,517 | $1,265+20.0% | $2,421-37.3% | $2,624-42.2% |
| Participant deferral / active EE | $8,569 | $3,049+181.1% | $4,413+94.2% | $4,347+97.1% |
| Admin fee / account holder | $7,799 | $3,023+158.0% | $8,282-5.8% | $1,944+301.3% |