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 | $223,217 | $52,279+327.0% | $89,391+149.7% | $79,858+179.5% |
| Participation rate | 79.3% | 57.5%+21.8pp | 68.0%+11.3pp | 69.6%+9.7pp |
| Annual return | 20.57% | 22.16%-1.6pp | 245.62%-225.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $825 | $1,572-47.5% | $2,586-68.1% | $2,471-66.6% |
| Participant deferral / active EE | $2,368 | $2,740-13.6% | $3,890-39.1% | $3,740-36.7% |
| Admin fee / account holder | $22,175 | $3,356+560.7% | $4,881+354.3% | $5,306+317.9% |