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 | $197,237 | $127,065+55.2% | $113,168+74.3% | $142,382+38.5% |
| Participation rate | 90.5% | 79.2%+11.3pp | 76.6%+13.9pp | 80.1%+10.4pp |
| Annual return | 14.28% | 24.03%-9.8pp | 24.27%-10.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,588 | $3,442-24.8% | $2,975-13.0% | $4,299-39.8% |
| Participant deferral / active EE | $1,940 | $5,716-66.1% | $5,107-62.0% | $6,507-70.2% |
| Admin fee / account holder | $51,481 | $15,736+227.2% | $12,068+326.6% | $12,624+307.8% |