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 | $120,236 | $53,822+123.4% | $75,696+58.8% | $85,850+40.1% |
| Participation rate | 81.1% | 69.1%+12.1pp | 74.8%+6.3pp | 69.3%+11.8pp |
| Annual return | 21.44% | 24.54%-3.1pp | 104.53%-83.1pp | 318.53%-297.1pp |
| Employer contribution / active EE | $990 | $2,017-50.9% | $2,743-63.9% | $2,565-61.4% |
| Participant deferral / active EE | $5,052 | $2,895+74.5% | $3,821+32.2% | $3,952+27.8% |
| Admin fee / account holder | $14,047 | $3,343+320.2% | $3,619+288.1% | $6,260+124.4% |