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 | $117,731 | $48,230+144.1% | $67,502+74.4% | $80,856+45.6% |
| Participation rate | 97.7% | 66.4%+31.4pp | 72.9%+24.9pp | 67.6%+30.1pp |
| Annual return | 14.96% | 18.28%-3.3pp | 3512.12%-3497.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,358 | $2,020+16.8% | $2,731-13.6% | $2,755-14.4% |
| Participant deferral / active EE | $7,048 | $2,924+141.1% | $4,000+76.2% | $4,296+64.1% |
| Admin fee / account holder | $20,755 | $3,681+463.8% | $3,998+419.2% | $6,918+200.0% |