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 | $209,014 | $102,317+104.3% | $146,958+42.2% | $80,856+158.5% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.2%+12.1pp | 67.6%+26.6pp |
| Annual return | 12.36% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,464 | $3,713-33.6% | $4,933-50.0% | $2,755-10.5% |
| Participant deferral / active EE | $11,868 | $6,644+78.6% | $8,070+47.1% | $4,296+176.3% |
| Admin fee / account holder | $32,773 | $7,941+312.7% | $12,998+152.1% | $6,918+373.7% |