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 | $241,747 | $69,207+249.3% | $64,056+277.4% | $139,434+73.4% |
| Participation rate | 81.3% | 75.6%+5.7pp | 72.3%+8.9pp | 80.3%+0.9pp |
| Annual return | 12.68% | 45.88%-33.2pp | 33.69%-21.0pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,345 | $3,182-26.3% | $2,747-14.6% | $4,751-50.6% |
| Participant deferral / active EE | $4,192 | $4,682-10.4% | $3,880+8.0% | $6,710-37.5% |
| Admin fee / account holder | $19,235 | $4,244+353.2% | $3,068+526.9% | $11,403+68.7% |