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 | $246,938 | $88,672+178.5% | $105,223+134.7% | $82,448+199.5% |
| Participation rate | 97.0% | 67.9%+29.0pp | 75.0%+21.9pp | 68.1%+28.9pp |
| Annual return | 18.29% | 30.86%-12.6pp | 180.65%-162.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $30,799 | $3,048+910.5% | $3,689+735.0% | $2,551+1107.4% |
| Participant deferral / active EE | $2,984 | $4,036-26.1% | $5,072-41.2% | $4,139-27.9% |
| Admin fee / account holder | $3,739 | $7,146-47.7% | $8,859-57.8% | $7,234-48.3% |