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 | $108,177 | $52,279+106.9% | $89,391+21.0% | $79,858+35.5% |
| Participation rate | 84.1% | 57.5%+26.5pp | 68.0%+16.1pp | 69.6%+14.4pp |
| Annual return | 15.60% | 22.16%-6.6pp | 245.62%-230.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $384 | $1,572-75.5% | $2,586-85.1% | $2,471-84.4% |
| Participant deferral / active EE | $8,723 | $2,740+218.3% | $3,890+124.2% | $3,740+133.2% |
| Admin fee / account holder | $2,500 | $3,356-25.5% | $4,881-48.8% | $5,306-52.9% |