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 | $158,047 | $59,101+167.4% | $77,163+104.8% | $75,163+110.3% |
| Participation rate | 85.7% | 63.9%+21.9pp | 69.6%+16.1pp | 67.2%+18.5pp |
| Annual return | 13.80% | 26.71%-12.9pp | 37.87%-24.1pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,876 | $1,995-6.0% | $2,535-26.0% | $2,670-29.8% |
| Participant deferral / active EE | $8,529 | $2,999+184.4% | $3,833+122.5% | $4,125+106.8% |
| Admin fee / account holder | $85,174 | $4,774+1684.1% | $5,472+1456.5% | $5,651+1407.3% |