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 | $198,535 | $95,416+108.1% | $185,823+6.8% | $85,850+131.3% |
| Participation rate | 75.9% | 68.8%+7.1pp | 81.7%-5.8pp | 69.3%+6.5pp |
| Annual return | 16.00% | 23.59%-7.6pp | 122.05%-106.0pp | 318.53%-302.5pp |
| Employer contribution / active EE | $852 | $3,314-74.3% | $5,167-83.5% | $2,565-66.8% |
| Participant deferral / active EE | $5,645 | $3,423+64.9% | $5,568+1.4% | $3,952+42.9% |
| Admin fee / account holder | $20,134 | $7,213+179.1% | $16,237+24.0% | $6,260+221.6% |