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 4-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 | $186,142 | $88,672+109.9% | $105,223+76.9% | $82,448+125.8% |
| Participation rate | 78.8% | 67.9%+10.9pp | 75.0%+3.7pp | 68.1%+10.7pp |
| Annual return | 17.12% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,499 | $3,048+14.8% | $3,689-5.1% | $2,551+37.2% |
| Participant deferral / active EE | $11,328 | $4,036+180.7% | $5,072+123.4% | $4,139+173.7% |
| Admin fee / account holder | $1,309 | $7,146-81.7% | $8,859-85.2% | $7,234-81.9% |