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 | $183,169 | $85,202+115.0% | $172,739+6.0% | $72,985+151.0% |
| Participation rate | 75.6% | 70.1%+5.5pp | 82.6%-7.1pp | 69.5%+6.1pp |
| Annual return | 17.58% | 27.32%-9.7pp | 802.84%-785.3pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,604 | $3,324-51.7% | $5,143-68.8% | $2,440-34.3% |
| Participant deferral / active EE | $3,229 | $3,260-1.0% | $5,198-37.9% | $3,607-10.5% |
| Admin fee / account holder | $23,533 | $5,884+300.0% | $13,954+68.6% | $5,124+359.2% |