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 | $113,402 | $49,922+127.2% | $80,569+40.8% | $75,163+50.9% |
| Participation rate | 90.3% | 55.3%+35.0pp | 67.0%+23.3pp | 67.2%+23.1pp |
| Annual return | 18.19% | 34.69%-16.5pp | 935.43%-917.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,664 | $1,698-2.0% | $2,723-38.9% | $2,670-37.7% |
| Participant deferral / active EE | $8,843 | $2,990+195.7% | $4,447+98.8% | $4,125+114.4% |
| Admin fee / account holder | $2,461 | $3,577-31.2% | $5,377-54.2% | $5,651-56.5% |