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 | $180,020 | $102,317+75.9% | $146,958+22.5% | $80,856+122.6% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 14.06% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,100 | $3,713-70.4% | $4,933-77.7% | $2,755-60.1% |
| Participant deferral / active EE | $12,116 | $6,644+82.4% | $8,070+50.1% | $4,296+182.0% |
| Admin fee / account holder | $23,749 | $7,941+199.1% | $12,998+82.7% | $6,918+243.3% |