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 | $151,842 | $51,638+194.1% | $68,368+122.1% | $82,448+84.2% |
| Participation rate | 90.9% | 63.6%+27.3pp | 73.8%+17.2pp | 68.1%+22.8pp |
| Annual return | 17.26% | 37.53%-20.3pp | 292.57%-275.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $880 | $2,047-57.0% | $2,649-66.8% | $2,551-65.5% |
| Participant deferral / active EE | $9,716 | $2,914+233.5% | $4,123+135.7% | $4,139+134.7% |
| Admin fee / account holder | $18,084 | $4,643+289.5% | $5,150+251.2% | $7,234+150.0% |