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 | $221,128 | $77,899+183.9% | $149,673+47.7% | $75,163+194.2% |
| Participation rate | 78.8% | 65.6%+13.2pp | 78.8%0pp | 67.2%+11.6pp |
| Annual return | 14.60% | 31.72%-17.1pp | 134.42%-119.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $3,256 | $3,137+3.8% | $4,818-32.4% | $2,670+22.0% |
| Participant deferral / active EE | $5,820 | $3,411+70.6% | $5,680+2.5% | $4,125+41.1% |
| Admin fee / account holder | $22,673 | $5,956+280.7% | $13,210+71.6% | $5,651+301.2% |