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 | $227,725 | $89,753+153.7% | $107,525+111.8% | $84,808+168.5% |
| Participation rate | 86.2% | 68.1%+18.1pp | 75.1%+11.1pp | 68.3%+17.9pp |
| Annual return | 13.37% | 29.48%-16.1pp | 181.32%-167.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,630 | $3,113-15.5% | $3,754-29.9% | $2,6310% |
| Participant deferral / active EE | $7,582 | $4,056+86.9% | $5,116+48.2% | $4,212+80.0% |
| Admin fee / account holder | $24,764 | $7,222+242.9% | $8,919+177.7% | $7,344+237.2% |