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 | $232,415 | $51,638+350.1% | $68,368+239.9% | $82,448+181.9% |
| Participation rate | 78.9% | 63.6%+15.3pp | 73.8%+5.2pp | 68.1%+10.9pp |
| Annual return | 16.84% | 37.53%-20.7pp | 292.57%-275.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,836 | $2,047-10.3% | $2,649-30.7% | $2,551-28.0% |
| Participant deferral / active EE | $7,712 | $2,914+164.7% | $4,123+87.1% | $4,139+86.3% |
| Admin fee / account holder | $14,415 | $4,643+210.4% | $5,150+179.9% | $7,234+99.3% |