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 | $235,230 | $98,750+138.2% | $149,696+57.1% | $79,858+194.6% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.5%+4.7pp | 69.6%+17.5pp |
| Annual return | 14.01% | 27.43%-13.4pp | 276.60%-262.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,302 | $3,216-28.4% | $4,644-50.4% | $2,471-6.8% |
| Participant deferral / active EE | $5,315 | $5,680-6.4% | $6,842-22.3% | $3,740+42.1% |
| Admin fee / account holder | $23,595 | $6,053+289.8% | $9,309+153.5% | $5,306+344.7% |