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 | $213,399 | $144,119+48.1% | $117,854+81.1% | $147,584+44.6% |
| Participation rate | 94.7% | 83.4%+11.3pp | 79.7%+15.1pp | 82.8%+11.9pp |
| Annual return | 15.24% | 531.15%-515.9pp | 335.08%-319.8pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,735 | $4,896-44.1% | $3,786-27.8% | $4,876-43.9% |
| Participant deferral / active EE | $5,402 | $5,316+1.6% | $4,482+20.5% | $5,439-0.7% |
| Admin fee / account holder | $1,694 | $10,886-84.4% | $8,020-78.9% | $10,885-84.4% |