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 | $122,322 | $99,652+22.7% | $78,778+55.3% | $147,584-17.1% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 22.87% | 47.28%-24.4pp | 35.62%-12.7pp | 578.55%-555.7pp |
| Employer contribution / active EE | $5,556 | $2,796+98.7% | $1,986+179.8% | $4,876+13.9% |
| Participant deferral / active EE | $4,564 | $3,664+24.6% | $2,958+54.3% | $5,439-16.1% |
| Admin fee / account holder | $24,140 | $7,155+237.4% | $5,134+370.2% | $10,885+121.8% |