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 | $150,226 | $70,606+112.8% | $53,898+178.7% | $142,382+5.5% |
| Participation rate | 73.7% | 63.7%+10.0pp | 55.0%+18.7pp | 80.1%-6.4pp |
| Annual return | 11.88% | 619.81%-607.9pp | 528.60%-516.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $3,179 | $1,202+164.5% | $932+241.1% | $4,299-26.0% |
| Participant deferral / active EE | $3,345 | $2,364+41.5% | $1,826+83.2% | $6,507-48.6% |
| Admin fee / account holder | $60,473 | $2,852+2020.7% | $2,491+2327.9% | $12,624+379.0% |