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 | $90,204 | $54,705+64.9% | $71,209+26.7% | $84,808+6.4% |
| Participation rate | 97.8% | 64.1%+33.7pp | 73.8%+24.0pp | 68.3%+29.5pp |
| Annual return | 14.24% | 35.90%-21.7pp | 282.51%-268.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,507 | $2,158-30.2% | $2,721-44.6% | $2,631-42.7% |
| Participant deferral / active EE | $2,687 | $3,030-11.3% | $4,175-35.6% | $4,212-36.2% |
| Admin fee / account holder | $23,532 | $4,863+383.8% | $5,349+339.9% | $7,344+220.4% |