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 | $219,087 | $102,616+113.5% | $81,983+167.2% | $158,922+37.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 17.91% | 61.04%-43.1pp | 41.31%-23.4pp | 302.83%-284.9pp |
| Employer contribution / active EE | $3,739 | $3,240+15.4% | $2,498+49.7% | $4,761-21.5% |
| Participant deferral / active EE | $9,170 | $4,648+97.3% | $3,722+146.4% | $5,982+53.3% |
| Admin fee / account holder | $6,449 | $8,235-21.7% | $5,664+13.9% | $11,246-42.7% |