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 | $247,114 | $77,145+220.3% | $108,410+127.9% | $85,850+187.8% |
| Participation rate | 97.2% | 74.7%+22.5pp | 80.1%+17.1pp | 69.3%+27.9pp |
| Annual return | 14.15% | 44.54%-30.4pp | 905.27%-891.1pp | 318.53%-304.4pp |
| Employer contribution / active EE | $18,009 | $2,379+656.9% | $3,558+406.1% | $2,565+602.1% |
| Participant deferral / active EE | $0 | $5,566-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,777 | $5,172+147.0% | $7,295+75.1% | $6,260+104.1% |