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 | $244,687 | $96,305+154.1% | $80,569+203.7% | $139,434+75.5% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 16.14% | 1350.08%-1333.9pp | 935.43%-919.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,952 | $3,262-40.2% | $2,723-28.3% | $4,751-58.9% |
| Participant deferral / active EE | $10,429 | $5,232+99.3% | $4,447+134.5% | $6,710+55.4% |
| Admin fee / account holder | $1,459 | $6,599-77.9% | $5,377-72.9% | $11,403-87.2% |