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 | $233,635 | $167,307+39.6% | $143,757+62.5% | $134,475+73.7% |
| Participation rate | 76.2% | 84.8%-8.6pp | 80.3%-4.1pp | 81.2%-5.0pp |
| Annual return | -15.61% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $17,944 | $5,619+219.3% | $4,951+262.4% | $4,740+278.6% |
| Participant deferral / active EE | $6,529 | $6,446+1.3% | $5,637+15.8% | $6,400+2.0% |
| Admin fee / account holder | $30,477 | $18,088+68.5% | $14,673+107.7% | $11,426+166.7% |