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 | $220,370 | $77,899+182.9% | $149,673+47.2% | $75,163+193.2% |
| Participation rate | 73.0% | 65.6%+7.4pp | 78.8%-5.8pp | 67.2%+5.8pp |
| Annual return | 15.76% | 31.72%-16.0pp | 134.42%-118.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,284 | $3,137-27.2% | $4,818-52.6% | $2,670-14.5% |
| Participant deferral / active EE | $4,473 | $3,411+31.1% | $5,680-21.3% | $4,125+8.4% |
| Admin fee / account holder | $18,942 | $5,956+218.0% | $13,210+43.4% | $5,651+235.2% |