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 | $196,082 | $102,966+90.4% | $90,281+117.2% | $152,861+28.3% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 21.81% | 95.16%-73.4pp | 78.10%-56.3pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,708 | $3,139-13.7% | $2,854-5.1% | $4,762-43.1% |
| Participant deferral / active EE | $5,723 | $4,281+33.7% | $3,885+47.3% | $5,850-2.2% |
| Admin fee / account holder | $33,948 | $6,171+450.2% | $5,351+534.4% | $11,596+192.7% |