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 | $201,814 | $88,672+127.6% | $105,223+91.8% | $82,448+144.8% |
| Participation rate | 89.8% | 67.9%+21.9pp | 75.0%+14.8pp | 68.1%+21.7pp |
| Annual return | 13.99% | 30.86%-16.9pp | 180.65%-166.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,571 | $3,048-48.5% | $3,689-57.4% | $2,551-38.4% |
| Participant deferral / active EE | $7,917 | $4,036+96.2% | $5,072+56.1% | $4,139+91.3% |
| Admin fee / account holder | $34,482 | $7,146+382.5% | $8,859+289.2% | $7,234+376.6% |