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 | $213,342 | $81,208+162.7% | $98,907+115.7% | $79,858+167.2% |
| Participation rate | 89.1% | 72.5%+16.6pp | 76.0%+13.1pp | 69.6%+19.5pp |
| Annual return | 14.58% | 60.99%-46.4pp | 196.43%-181.8pp | 31.71%-17.1pp |
| Employer contribution / active EE | $761 | $1,960-61.1% | $2,689-71.7% | $2,471-69.2% |
| Participant deferral / active EE | $6,807 | $3,265+108.5% | $4,244+60.4% | $3,740+82.0% |
| Admin fee / account holder | $7,911 | $6,013+31.6% | $6,642+19.1% | $5,306+49.1% |