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 | $219,176 | $70,669+210.1% | $169,368+29.4% | $75,163+191.6% |
| Participation rate | 80.5% | 64.8%+15.7pp | 77.1%+3.3pp | 67.2%+13.3pp |
| Annual return | 14.61% | 36.36%-21.8pp | 405.60%-391.0pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,677 | $2,211-24.2% | $4,013-58.2% | $2,670-37.2% |
| Participant deferral / active EE | $5,034 | $4,311+16.8% | $6,221-19.1% | $4,125+22.0% |
| Admin fee / account holder | $13,401 | $5,402+148.1% | $9,003+48.8% | $5,651+137.1% |