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 | $244,304 | $111,724+118.7% | $93,606+161.0% | $145,922+67.4% |
| Participation rate | 94.7% | 74.2%+20.5pp | 68.7%+26.0pp | 80.3%+14.5pp |
| Annual return | 12.83% | 202.98%-190.1pp | 133.20%-120.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $798 | $3,090-74.2% | $2,420-67.0% | $4,660-82.9% |
| Participant deferral / active EE | $2,945 | $4,912-40.0% | $4,411-33.2% | $6,688-56.0% |
| Admin fee / account holder | $1,210 | $10,250-88.2% | $8,285-85.4% | $13,397-91.0% |