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 | $198,718 | $78,672+152.6% | $109,143+82.1% | $85,850+131.5% |
| Participation rate | 73.2% | 68.3%+4.9pp | 75.9%-2.7pp | 69.3%+3.9pp |
| Annual return | 13.74% | 25.09%-11.3pp | 25.75%-12.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $847 | $2,735-69.0% | $3,722-77.2% | $2,565-67.0% |
| Participant deferral / active EE | $7,092 | $3,467+104.5% | $4,653+52.4% | $3,952+79.5% |
| Admin fee / account holder | $31,872 | $5,469+482.7% | $6,752+372.0% | $6,260+409.1% |