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 | $212,795 | $79,944+166.2% | $98,439+116.2% | $75,163+183.1% |
| Participation rate | 90.0% | 70.4%+19.6pp | 75.2%+14.8pp | 67.2%+22.8pp |
| Annual return | 15.51% | 19.75%-4.2pp | 21.16%-5.6pp | 160.62%-145.1pp |
| Employer contribution / active EE | $835 | $2,264-63.1% | $3,048-72.6% | $2,670-68.7% |
| Participant deferral / active EE | $7,239 | $3,752+92.9% | $4,738+52.8% | $4,125+75.5% |
| Admin fee / account holder | $17,512 | $6,840+156.0% | $8,948+95.7% | $5,651+209.9% |