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 7-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 | $160,244 | $70,428+127.5% | $96,562+65.9% | $85,850+86.7% |
| Participation rate | 98.2% | 61.8%+36.4pp | 69.8%+28.4pp | 69.3%+28.9pp |
| Annual return | 17.30% | 18.59%-1.3pp | 37.78%-20.5pp | 318.53%-301.2pp |
| Employer contribution / active EE | $2,193 | $1,413+55.2% | $2,356-6.9% | $2,565-14.5% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,145 | $4,997-77.1% | $6,181-81.5% | $6,260-81.7% |