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 | $133,886 | $48,364+176.8% | $71,796+86.5% | $62,891+112.9% |
| Participation rate | 96.6% | 60.6%+35.9pp | 69.1%+27.4pp | 69.3%+27.2pp |
| Annual return | 7.00% | 13.16%-6.2pp | 78.04%-71.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $7,276 | $1,042+598.4% | $1,924+278.1% | $2,281+219.0% |
| Participant deferral / active EE | $5,389 | $2,091+157.7% | $2,794+92.9% | $3,203+68.3% |
| Admin fee / account holder | $8,548 | $3,771+126.6% | $4,815+77.5% | $4,296+99.0% |