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 | $176,041 | $53,127+231.4% | $86,590+103.3% | $70,131+151.0% |
| Participation rate | 77.4% | 65.3%+12.1pp | 73.5%+3.9pp | 69.5%+7.9pp |
| Annual return | 13.26% | 27.66%-14.4pp | 964.84%-951.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,063 | $2,068-48.6% | $2,839-62.6% | $2,342-54.6% |
| Participant deferral / active EE | $4,535 | $2,696+68.2% | $3,609+25.7% | $3,332+36.1% |
| Admin fee / account holder | $15,671 | $3,585+337.1% | $4,906+219.4% | $4,645+237.3% |