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 | $224,164 | $95,971+133.6% | $74,550+200.7% | $135,375+65.6% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | 10.78% | 56.96%-46.2pp | 32.53%-21.8pp | 519.73%-509.0pp |
| Employer contribution / active EE | $2,531 | $2,716-6.8% | $1,961+29.1% | $4,779-47.0% |
| Participant deferral / active EE | $8,341 | $3,843+117.0% | $3,108+168.4% | $5,609+48.7% |
| Admin fee / account holder | $4,922 | $6,522-24.5% | $5,060-2.7% | $10,827-54.5% |