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 | $122,241 | $85,202+43.5% | $172,739-29.2% | $72,985+67.5% |
| Participation rate | 90.2% | 70.1%+20.1pp | 82.6%+7.5pp | 69.5%+20.7pp |
| Annual return | 20.19% | 27.32%-7.1pp | 802.84%-782.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,771 | $3,324-46.7% | $5,143-65.6% | $2,440-27.4% |
| Participant deferral / active EE | $4,688 | $3,260+43.8% | $5,198-9.8% | $3,607+29.9% |
| Admin fee / account holder | $23,992 | $5,884+307.7% | $13,954+71.9% | $5,124+368.2% |