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 | $239,219 | $105,181+127.4% | $159,436+50.0% | $85,850+178.6% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.8%-2.3pp | 69.3%+11.2pp |
| Annual return | 15.77% | 45.07%-29.3pp | 263.57%-247.8pp | 318.53%-302.8pp |
| Employer contribution / active EE | $878 | $3,318-73.5% | $4,829-81.8% | $2,565-65.8% |
| Participant deferral / active EE | $9,662 | $5,945+62.5% | $7,352+31.4% | $3,952+144.5% |
| Admin fee / account holder | $3,716 | $6,933-46.4% | $10,799-65.6% | $6,260-40.6% |