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 | $161,220 | $102,317+57.6% | $146,958+9.7% | $80,856+99.4% |
| Participation rate | 94.9% | 75.8%+19.0pp | 82.2%+12.7pp | 67.6%+27.2pp |
| Annual return | 27.00% | 134.76%-107.8pp | 418.34%-391.3pp | 35.59%-8.6pp |
| Employer contribution / active EE | $2,809 | $3,713-24.3% | $4,933-43.0% | $2,755+2.0% |
| Participant deferral / active EE | $11,929 | $6,644+79.6% | $8,070+47.8% | $4,296+177.7% |
| Admin fee / account holder | $38,898 | $7,941+389.8% | $12,998+199.3% | $6,918+462.3% |