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 | $212,134 | $112,096+89.2% | $95,952+121.1% | $158,922+33.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.16% | 171.09%-163.9pp | 91.61%-84.5pp | 302.83%-295.7pp |
| Employer contribution / active EE | $1,270 | $3,198-60.3% | $2,541-50.0% | $4,761-73.3% |
| Participant deferral / active EE | $3,128 | $4,784-34.6% | $4,167-24.9% | $5,982-47.7% |
| Admin fee / account holder | $12,439 | $10,130+22.8% | $6,795+83.1% | $11,246+10.6% |