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 | $248,514 | $102,382+142.7% | $147,005+69.1% | $80,874+207.3% |
| Participation rate | 98.0% | 75.8%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 12.89% | 134.89%-122.0pp | 418.76%-405.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $2,041 | $3,715-45.1% | $4,934-58.6% | $2,756-25.9% |
| Participant deferral / active EE | $7,160 | $6,646+7.7% | $8,070-11.3% | $4,297+66.6% |
| Admin fee / account holder | $12,113 | $7,942+52.5% | $13,006-6.9% | $6,935+74.7% |