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 | $123,684 | $48,046+157.4% | $84,611+46.2% | $72,985+69.5% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 20.13% | 37.38%-17.3pp | 258.74%-238.6pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,259 | $1,602-21.4% | $2,652-52.5% | $2,440-48.4% |
| Participant deferral / active EE | $3,488 | $2,680+30.1% | $3,899-10.5% | $3,607-3.3% |
| Admin fee / account holder | $17,101 | $3,395+403.8% | $4,912+248.1% | $5,124+233.7% |