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 | $223,035 | $56,114+297.5% | $96,139+132.0% | $85,850+159.8% |
| Participation rate | 75.0% | 56.7%+18.3pp | 68.4%+6.6pp | 69.3%+5.7pp |
| Annual return | 11.86% | 42.30%-30.4pp | 191.94%-180.1pp | 318.53%-306.7pp |
| Employer contribution / active EE | $837 | $1,620-48.3% | $2,797-70.1% | $2,565-67.4% |
| Participant deferral / active EE | $2,418 | $2,859-15.4% | $4,349-44.4% | $3,952-38.8% |
| Admin fee / account holder | $59,004 | $3,768+1465.9% | $5,537+965.7% | $6,260+842.6% |