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 | $207,008 | $89,355+131.7% | $141,162+46.6% | $72,985+183.6% |
| Participation rate | 82.5% | 75.1%+7.4pp | 82.5%0pp | 69.5%+13.0pp |
| Annual return | 22.44% | 111.85%-89.4pp | 71.39%-49.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,820 | $3,114-41.6% | $4,735-61.6% | $2,440-25.4% |
| Participant deferral / active EE | $6,744 | $5,418+24.5% | $6,709+0.5% | $3,607+87.0% |
| Admin fee / account holder | $926 | $5,958-84.5% | $10,261-91.0% | $5,124-81.9% |