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 | $239,112 | $144,119+65.9% | $117,854+102.9% | $147,584+62.0% |
| Participation rate | 93.3% | 83.4%+9.9pp | 79.7%+13.7pp | 82.8%+10.5pp |
| Annual return | 14.76% | 531.15%-516.4pp | 335.08%-320.3pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,864 | $4,896-41.5% | $3,786-24.3% | $4,876-41.3% |
| Participant deferral / active EE | $4,679 | $5,316-12.0% | $4,482+4.4% | $5,439-14.0% |
| Admin fee / account holder | $4,642 | $10,886-57.4% | $8,020-42.1% | $10,885-57.4% |