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 | $246,777 | $107,452+129.7% | $91,541+169.6% | $142,382+73.3% |
| Participation rate | 95.7% | 75.1%+20.6pp | 69.8%+25.9pp | 80.1%+15.5pp |
| Annual return | 10.62% | 22.06%-11.4pp | 20.50%-9.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $17,391 | $2,994+480.8% | $2,505+594.4% | $4,299+304.5% |
| Participant deferral / active EE | $3,780 | $4,754-20.5% | $4,008-5.7% | $6,507-41.9% |
| Admin fee / account holder | $87,180 | $8,834+886.8% | $6,956+1153.2% | $12,624+590.6% |