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 | $225,082 | $102,604+119.4% | $86,188+161.2% | $139,434+61.4% |
| Participation rate | 89.5% | 74.5%+15.0pp | 69.0%+20.5pp | 80.3%+9.2pp |
| Annual return | 15.30% | 1922.51%-1907.2pp | 1168.45%-1153.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $731 | $3,032-75.9% | $2,380-69.3% | $4,751-84.6% |
| Participant deferral / active EE | $2,181 | $4,676-53.4% | $3,985-45.3% | $6,710-67.5% |
| Admin fee / account holder | $500 | $8,657-94.2% | $6,852-92.7% | $11,403-95.6% |