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 | $249,412 | $93,571+166.5% | $135,903+83.5% | $75,163+231.8% |
| Participation rate | 87.9% | 75.2%+12.7pp | 81.9%+6.0pp | 67.2%+20.7pp |
| Annual return | 16.89% | 30.90%-14.0pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,630 | $3,537-53.9% | $4,856-66.4% | $2,670-38.9% |
| Participant deferral / active EE | $11,579 | $6,404+80.8% | $7,758+49.3% | $4,125+180.7% |
| Admin fee / account holder | $34,101 | $6,975+388.9% | $10,762+216.9% | $5,651+503.5% |