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 | $232,501 | $85,022+173.5% | $70,515+229.7% | $139,434+66.7% |
| Participation rate | 94.7% | 73.9%+20.8pp | 68.3%+26.4pp | 80.3%+14.4pp |
| Annual return | 12.79% | 30.38%-17.6pp | 32.77%-20.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $2,506 | $3,909-35.9% | $2,973-15.7% | $4,751-47.3% |
| Participant deferral / active EE | $12,484 | $5,890+111.9% | $4,567+173.4% | $6,710+86.0% |
| Admin fee / account holder | $6,356 | $8,906-28.6% | $6,412-0.9% | $11,403-44.3% |