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 | $246,882 | $87,733+181.4% | $106,548+131.7% | $85,850+187.6% |
| Participation rate | 97.5% | 71.9%+25.6pp | 76.1%+21.4pp | 69.3%+28.2pp |
| Annual return | 13.50% | 21.86%-8.4pp | 26.80%-13.3pp | 318.53%-305.0pp |
| Employer contribution / active EE | $721 | $2,073-65.2% | $2,819-74.4% | $2,565-71.9% |
| Participant deferral / active EE | $3,875 | $3,469+11.7% | $4,398-11.9% | $3,952-1.9% |
| Admin fee / account holder | $6,588 | $6,767-2.6% | $7,407-11.1% | $6,260+5.2% |