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 | $174,347 | $65,365+166.7% | $92,893+87.7% | $72,985+138.9% |
| Participation rate | 87.9% | 68.3%+19.6pp | 76.0%+11.9pp | 69.5%+18.4pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $952 | $2,594-63.3% | $3,653-73.9% | $2,440-61.0% |
| Participant deferral / active EE | $2,462 | $3,128-21.3% | $4,236-41.9% | $3,607-31.8% |
| Admin fee / account holder | $589 | $4,251-86.1% | $5,794-89.8% | $5,124-88.5% |