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 | $208,022 | $78,672+164.4% | $109,143+90.6% | $85,850+142.3% |
| Participation rate | 94.5% | 68.3%+26.3pp | 75.9%+18.7pp | 69.3%+25.2pp |
| Annual return | 11.99% | 25.09%-13.1pp | 25.75%-13.8pp | 318.53%-306.5pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,091 | $3,467+133.4% | $4,653+73.9% | $3,952+104.8% |
| Admin fee / account holder | $25,785 | $5,469+371.5% | $6,752+281.9% | $6,260+311.9% |