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 | $88,960 | $27,915+218.7% | $58,482+52.1% | $75,163+18.4% |
| Participation rate | 73.4% | 38.8%+34.6pp | 50.9%+22.6pp | 67.2%+6.2pp |
| Annual return | 17.63% | 44.20%-26.6pp | 4239.32%-4221.7pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,604 | $669+139.7% | $1,053+52.3% | $2,670-39.9% |
| Participant deferral / active EE | $2,804 | $1,201+133.4% | $1,924+45.7% | $4,125-32.0% |
| Admin fee / account holder | $3,721 | $1,726+115.6% | $2,516+47.9% | $5,651-34.2% |