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 | $119,506 | $56,053+113.2% | $75,972+57.3% | $80,856+47.8% |
| Participation rate | 80.8% | 62.0%+18.7pp | 69.1%+11.7pp | 67.6%+13.1pp |
| Annual return | 11.52% | 20.53%-9.0pp | 359.55%-348.0pp | 35.59%-24.1pp |
| Employer contribution / active EE | $944 | $1,874-49.6% | $2,685-64.8% | $2,755-65.7% |
| Participant deferral / active EE | $6,937 | $3,052+127.3% | $4,255+63.0% | $4,296+61.5% |
| Admin fee / account holder | $28,811 | $5,234+450.5% | $6,467+345.5% | $6,918+316.5% |