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 | $239,363 | $91,407+161.9% | $135,903+76.1% | $71,457+235.0% |
| Participation rate | 99.1% | 75.7%+23.4pp | 81.9%+17.2pp | 67.9%+31.1pp |
| Annual return | 18.63% | 29.90%-11.3pp | 68.23%-49.6pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,889 | $3,703-49.0% | $4,856-61.1% | $2,588-27.0% |
| Participant deferral / active EE | $9,209 | $7,092+29.9% | $7,758+18.7% | $4,289+114.7% |
| Admin fee / account holder | $7,302 | $1,266+476.8% | $10,762-32.2% | $1,587+360.0% |